Financial Wisdom
Your online resource of sound advice



 
Year-End Tax Planning Opportunities
Tax planning should be a year round activity, but deserves special attention as the end of the year approaches.  While everyone's tax situation is different and there is no substitution for qualified tax advice, here are some ideas you should be sure to
consider...Learn More >>


 
Charitable Giving Strategies
You should always make sure the charities you are considering are legitimate and you should consult with your financial or tax advisor to better understand how the tax laws apply to your situation...Learn More >>


 
Add $100,000 to Your Retirement Savings
Determining exactly how much you need to save for retirement can be complicated.  To do the perfect calculation, you need to know your level of expenses during retirement, your future tax rates, the future returns on your assets and ultimately how long you are going to live...Learn More >>

 
Are You Taking Full Advantage of Your IRA Opportunities
Individual Retirement Accounts (IRAs) are one of the most powerful and flexible tools to accumulate funds for retirement.  Taking full advantage of higher contribution limits, catch-up contributions for older individuals and wise investments within your IRA can help you reach your retirement goals...Learn More >>

 



 
4 Components of a Financially Secure Retirement
Most people identify a financially secure retirement as one of their primary financial goals.  Reaching that goal can be easier by examining the four sources of income you will have during retirement and identifying steps you can take now to increase each of those sources...Learn More >>


 
8 Year-Round Tax Saving Strategies
Eight tips you can use throughout the year to help make April 15th less taxing...
Learn More >>


 
8 Simple Estate Planning Steps
A death in the family is always sad and stressful.  No one likes to contemplate their own death, but here are some simple steps to prepare for the inevitable...Learn More>>
7 Ways to Plan for Retirement
Accumulating the funds you will need for a financially secure retirement can be difficult.  Even though your living expenses during retirement may only be 70% to 80% of those before retiring, you must remember that you will not have your normal paycheck and your Social Security benefits will probably not be large enough to let you live the lifestyle you want...Learn More >>
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