Feb. 12 Marks the Start of Tax Season. Here Are 8 Steps to Take Before You File
With tax season officially upon us, make sure to keep these 8 tips in mind when filing - especially if you received financial assistance in 2020 due to COVID-19.
You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement?
Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.
COVID-19 Created the Perfect Case Study in Behavioral Finance: Here's What We Mean
Fluctuations in the market can create both excitement and stress. But understanding how these emotions affect your decision making is critical to maintaining financial health.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How
The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.
GameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.
Guess What? Your Enneagram Type Says This About Your Spending Habits
Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.