Navigating Political Elections
Gen X, born between 1965 and 1980, has experienced several political elections that have influenced their investing decisions. Here’s how they can navigate the impact of elections on their investments.
Whole Life Insurance: What You Should Know
When faced with the wide range of life insurance coverage available, you may wonder what type really fits your needs now and what coverage you should have in place for the future. A good first…
ID Theft: How Does It Happen?
In today’s technologically advanced society, identity theft is a common and serious offense. The Identity Theft and Assumption Deterrence Act of 1998 defines identity theft as the following: when someone “knowingly transfers or uses, without…
Ideas for Reducing the Cost of College
Encourage your student to think about their future financial self.
Life Changes and Your Taxes
As you know, lowering your tax bill involves careful planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement funding, or estate planning—that isn’t influenced by taxes. Tax planning…
Buying Real Estate Later in Life
For middle-aged individuals, the prospect of homebuying comes with unique considerations and opportunities. Whether you’re looking to downsize, invest, or find your forever home, here’s a comprehensive guide tailored to the needs of the middle-aged…