Seven year-end planning ideas for retirement savings
There are several planning ideas for retirement savings at year end that may help taxpayers avoid costly mistakes and improve tax efficiency.
Tag: beneficiaries
Preparing heirs before a loved one passes
Individuals may want to prepare heirs with a final planning guide before a loved one passes away.
Create a checklist to stay ahead of emergencies
Families can benefit from being prepared in case of an emergency or sudden loss by creating a short-term plan with a checklist of what needs to get done.
A financial plan can help LGBTQIA+ investors overcome challenges
Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.
Tax time: Schedule a client talk on IRAs
With the April 15 deadline approaching for making a 2013 tax year contribution to an individual retirement account, it is a good time to talk about tax strategy. And with varying types of IRAs available, clients of all income levels may benefit. Higher-income clients who may not be eligible to contribute to a Traditional or