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    1. 6 Little-Known Perks of Filing Taxes Jointly
      Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
    2. Five Retirement Myths vs the Reality
      You may be looking forward to retirement, but misinformation could complicate your plans. This article reveals five common myths around retirement, how to recognize them and how to work around them
    3. Here's the checklist business owners should use when planning to reopen
      After nearly two months of disruption, businesses around the US are impatient to resume operations. In one survey, half of small businesses said they were actively working on a local re-opening plan. In a separate question, half also said they could re-open in less than a month after restrictions end. In order to reope
    4. Millennial Money: How to tell when money advice is bad
      There are a lot of people out there who want to tell you what to do with your money. The problem is only some of them know what they’re talking
    5. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
      The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
    6. Optimize Your Bonus By Investing Smart
      Utilize your bonus to pad your retirement account.
    7. Sandwich generation: How do you decide whose needs come first?
      Squashed, spread too thin, nothing left. This is not how you want your lunch described, but for those who are part of the “sandwich generation,” these descriptions are all too accurate.
    8. Life Insurance and the Demise of the Stretch IRA
      Since their introduction in 1974, IRAs have become one of the most popular tools for retirement savings. And with an average of one out of three Americans now owning an IRA, they are also among the most significant assets addressed in many estate plans. Although funding retirement remains the primary purpose of an IRA,
    9. Four Ways the SECURE Act Impacts Your Retirement Planning Now
      Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass
    10. Get 'smart' about credit cards
      The third Thursday of every October is Get Smart About Credit Day – a day to help promote the understanding of how credit works and how to build good