What is a ROTH IRA and When Do They Make Sense?

The Basics of a ROTH A Roth IRA is a special retirement account that you fund with after-tax income (you pay taxes on the funds ...

What You Need to Know for Tax Season 2021

Tax season is stressful enough during a “normal” year.  2020 brought us to our knees and the impact of the health crisis and economic turmoil ...

Saving for College

According to U.S. News Data, average tuition and fees for college range from $10,116 for public in-state universities to $22,577 for public out -of -state ...

6 Smart Tax Moves for Year-End

There’s still time to make some smart tax moves before we say farewell to 2020.  What 2021 has in store for us is a mystery.  ...

Working remotely? You Could Be in For a Tax Surprise

With over 4.3 million people in the U.S. working remotely due to the pandemic, there could be tax consequences many are unaware of.  If you ...

How Does a Health Savings Account (HSA) Benefit You in Retirement?

Healthcare costs are only going up. People are living longer, health care inflation continues to exceed the rate of general inflation, and the average retirement ...

What You Need To Know About Medicare and Medicare Advantage Open Enrollment

Open enrollment is here; it is a process you should review thoroughly, and your decisions should be weighed carefully. Review your annual notice of change, ...

Scams to Watch Out For in 2020

Financial scams are an everyday threat. With the advent of the coronavirus, we now have even more scams to worry about. Like the virus itself, ...

What Should You Do With Your Retirement Account When You Leave Or Lose Your Job?

Now more than ever, many Americans are faced with the decision of what to do with their 401(k) or 403(b).  Whether it is because of ...