The power of compounding interest
Category: Money Messages
Using Tax Preparation Software
Wondering if tax preparation software like TurboTax is truly accurate? Learn why you should double-check your numbers to avoid costly mistakes and help ensure a flawless tax return.
Wise Ways to Use Your Tax Refund
Unexpected windfalls may allow you to do a financial reset.
Avoid the Noise, Focus on the Future
Short term headlines can cause panic, but successful investing requires a long term perspective.
Tax Season Checklist
Typical forms you may need to file your taxes.
Understanding Social Security Spousal Benefits
Social Security spousal benefits provide financial support for individuals who may not have earned significant income during their careers, often due to caregiving or part-time work. These benefits are designed to ensure that spouses, including lower earners, can still receive income in retirement.
Happy Quitters Day!
Keeping those New Year’s Resolutions is hard because it requires willpower we just don’t have. But there are some retirement plan New Year’s Resolutions that are easy to keep because they don’t require any willpower.
Medical Debt Got Upgraded
Consumer Financial Protection Bureau (CFPB) will remove an estimated $49 billion in medical bills from the credit reports.
Time to Rethink that I Bond
The I Bond that was so valuable in May of 2022 has lost much of its appeal, but still carries a penalty for selling. What should you do with your old I Bond?
Naming a Trust as Beneficiary
It’s the new year and one of your resolutions is to finally get your long-overdue estate plan in order. You’ve been hearing a lot about the time and cost associated with probate and are thinking about making a trust your beneficiary to avoid it. However, you’re not sure if it should also be the beneficiary of your 401k. Is there a reason this might not be a good idea?
