News & Insights
How to protect your finances in a divorce
Going through a divorce is a difficult time. Not only is it emotionally taxing, but it is also mentally challenging to figure out how to divide assets, property, finances and custody of children. It is even more challenging when you have been married for years and have a lot of money in savings and investments. […]
How to receive a charitable tax giving deduction at the end of the year
Contributing finances to a charitable organization is good for several reasons. Primarily, it is good for the local community and the rest of the world in that your contributions help make positive things happen. Secondly, it is good for you in that the contributions you make are considered tax deductible. Contributing to charitable taxes at […]
Getting a head start on finances for kids
It seems like too many people in the United States grow up without learning much about finances. Only 57% of American adults consider themselves financially literate, and of that number, several are not as financially literate as they believe themselves to be. Because only 17 states require students to complete a personal finances class before […]
Seven steps for preparing for the end of the tax season
The end of the tax season is right around the corner. Many people are thinking about how to prepare to make sure they do not incur any penalties and are looking for ways to get the most tax advantages possible. Preparing for the end of tax season should not be a last-minute scramble you make […]
What is a reverse mortgage and is it a good idea?
If you are a homeowner who is 62 years or older (and your home was built after June 1976), you are eligible to apply for a reverse mortgage. Essentially, a reverse mortgage is a loan payment you can borrow against the value of your home. You are not required to make any payments on the […]
What does average inflation targeting have to do with investors?
One of the responsibilities of the United States Federal Reserve is to maintain price stability over a long period of time. In other words, it’s the Federal Reserve’s job to see that there is no lack of inflation or deflation along with prices as the economy evolves. This is important because failing to meet the […]