You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.
Even though retirement may be 10 years away, you still have your work cut out for you before the big day. Considering these points now will make the transition that much easier. We explain in this week’s Financial Tip.
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
Few life changes are more financially significant than a divorce. It is an emotional process, and unfortunately, emotions often lead to poor financial decisions. Assembling a team of experts to help prepare for financial changes before the divorce is final should allow you to weather this life change. Their experience and ability to be unemotional…
Troy Harmon, CFA, CVA, is joined by Managing Associates, Shawna Theriault, C.P.A., CFP®, CDFA®, and K.C. Smith, CFP®, to talk about how the the Tax Cuts and Jobs Act will affect the tax treatment of alimony payments for divorce and separation agreements executed after Dec. 31, 2018.
Roth IRAs and 529 plans have a similar tax modus operandi: both are funded with after-tax dollars and contributions accumulate tax deferred. But should you use a Roth IRA to save money for college? We explain in this week’s Financial Tip.