Filing your tax return early doesn’t just get you a faster refund. It can actually help protect you from identity theft.

 If you are married, filing jointly will usually result in the lowest taxes. But there are important reasons to think about filing separately.

What does the outcome of this year’s big-game mean for the stock market? And what other kinds of crazy indicators to people follow to try to predict the investment markets?

Nothing says “I love you” like money. All kidding aside, here are some ways you can express your affection and help your Valentine’s financial health.

Most of the people we see who have life insurance are wasting money. Either they have the wrong amount or they pay too much for it. Here’s how to know if your insurance plan is efficient.

Goal setting is overrated. Well over 90% of people who set goals do not achieve them. There’s something that will program you for success.

Give your retirement plan a tuneup to keep it running smoothly.

It is a new year and a good time to organize your finances. Here’s how to do it.

Taxes will likely be your biggest expense in retirement. You need a written strategy to keep them minimized.

What are the likely changes in tax rates in 2024?

Mutual funds are great investment vehicles but one downside is the unpredictability of taxable dividend distributions, especially at year end. Here are a couple of ways to limit the difficulties.

Tax brackets, 401K limits, and the standard deduction get increased each year with inflation. Here are the new brackets recently announced by the IRS for 2024.

 If you make charitable contributions, you may have lost the tax benefit since the increase in the standard deduction back in 2018. Here’s how you can get those deductions back.

The end of the year’s just around a corner. Here are a few last minute ideas for saving money on taxes.

If you have insurance to supplement your Medicare, you may be in for nasty surprise. In this episode, we talk about what might be in store and how you can avoid it.

 If you inherited an IRA or are over 72, you have to take distributions and the penalty for not taking enough is terrible. In this episode we talk about the ins and outs of required distributions.

Knowing some of the more sophisticated strategies for Roth iras can help you build your tax free bucket even faster

Be careful how much money you take from an IRA in any one year. You could get hit with the tax torpedo.

Make the wrong mistake with your IRA and it can cost you thousands. Here are the seven top mistakes to avoid.

Many people strive to be debt-free in retirement. Is it such a good idea?

The right way and the wrong ways of delegating your finances to your adult children

Surprising discoveries in a new national survey about Social Security

We talk a lot about a plan for your money. You also need a plan for your stuff.

Variable annuities have some unique benefits. Many also have significant costs that can hold down the growth of your portfolio. In this episode we review what kinds of expenses to look out for that can hold you back.

Does stress at work make you feel like your retirement date can’t get here fast enough? Maybe you should reconsider when to retire.