Be Prepared for Taxes on Social Security Benefits
Whether you’ve filed your 2020 tax return or soon will, you probably don’t want any surprises. One thing that takes many older people off-guard is getting taxed on their Social …
Your Personal Emergency Fund
When the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — if the funds existed at all. Now, about a year later, and presumably …
What’s your financial personality?
We all want to keep our finances on track, but doing so can be difficult without a clearly expressed plan. Everyone’s strategy doesn’t have to be complex, but it does …
Catching Up on Catch-Up Contributions
When it comes to retirement planning, many people tend to focus on two things, opening a retirement savings account and then eventually drawing funds from it. However, there are other …
College Savings Showdown: 529 vs. Roth IRA
Many people assume that a 529 plan is the ideal college savings tool, but other vehicles can help parents save for college expenses, too. Take the Roth IRA, for example. …