Why You Need an Evolving Financial Plan
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as
3 Tips for Evaluating Portfolio Performance
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people
Should You Make Early Withdrawals from Your 401(k)?
Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your
How Diversifying Your Portfolio Can Mitigate Risk
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of
The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.
5 Tips for Reviewing an Early Retirement Offer
You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could
