Don’t just file your taxes—review them. Here are 12 key things to check on your tax return every year, from tax brackets and Roth conversions to Medicare surcharges and investment income taxes.
You’ve worked hard all your life. Retirement is supposed to be the next chapter where you do more things on your own terms, not someone else's. However, unforeseen events still arise that could derail your retirement. Things like sudden health issues, or economic downturns could disrupt your life if you aren’t prepared.
The financial industry doesn't make things very clear all the time. Ask your financial advisor these 10 questions to see if you are receiving the value you're paying for.
Retirement changes everything. Has your money mentality changed with it?
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
What is your strategy for working with your money? Do you have one? Do you know where to begin?
Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.