Taxes on Your Investments: The Basics
You work hard for your money, and pay taxes on it. You manage to save and invest some — and in turn you have to pay even more taxes on your investments.
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Understanding Types of Investment Return
Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...
Why You Need to Be Financially Resilient
Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad,...
Funding Accumulation Goals
Investors often focus their resources on retirement and education goals. That’s appropriate in most cases; nearly everyone has those same...
Black History Month, honoring Katherine Johnson
We can all think of several influential people off the top of our heads. These are people easily recognizable. Often,...
Frugal February
We have all heard of No Shave November, March Madness, and Breast Cancer Awareness Month. All amazing month-long events in...
It’s Time to Shed That Working Mom Guilt
Right after I became a mother, I was lucky enough to be able to spend the first seven months at...
Managing Withdrawals in Retirement
We face some important financial decisions over the course of our lives. One of the most challenging things is deciding...
Medical Deductions
As you prepare to file your taxes, one of the questions we hear regularly is, “what medical expenses can I...
Navigating Inheritance: A Guide to Making Informed Decisions
Receiving an inheritance can create a mix of emotions, combining the sense of loss with newfound financial possibilities. Whether it’s...
Have You Saved Enough This Year?
As the year-end approaches, many of us may reflect on our financial goals and wonder if we’re on track. If...
Preparing Your Finances For End of the Year
Can you believe it’s nearly winter? Before you know it, the holiday season will be over.