What’s the real return on your investments?
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
Time for a Mid-Year Investment Check
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
Benefit Plans for Small Businesses: Insurance Benefits
We explain insurance benefits small businesses typically offer their employees in this week’s Business Tip.
What Should I Do if I Made a BIG Mistake on My Tax Return?
If you’ve just discovered a BIG mistake on your tax return this year, we explain the steps to take to correct the situation QUICKLY in this week’s Tax Tip.
Defer Gains with Qualified Opportunity Funds
Investments in QOFs provide unique tax incentives that lawmakers designed to encourage taxpayers to participate in these funds. Learn more in this week’s Tax Tip.
Determining Your Retirement Income Needs
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
Is Your Small Business as Profitable as It Can Be? It’s Time to Find Out
In order to make the best decisions possible for your company, you need to have complete and accurate information. We explain what to look at to determine your small business’s profitability in this week’s Business Tip.
How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. We explain in this Question of the Week.
1040 Postmortem: Making Sense of Your Taxes and Withholding
If you owed a large amount of money for your 2018 taxes, bumping up your withholding now could help avoid a similar fate next April. We explain in this week’s Tax Tip.
The Future of Social Security and Medicare: Here’s What Trustees Are Projecting
What does the future hold for Social Security and Medicare? In this week’s Financial Tip, we list highlights from the lengthy reports the Trustees of the Social Security and Medicare Trust Funds submit to Congress.