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Our general opinion is that tax rates will reset to their 2016 levels at the end of 2025, giving us just over a year to make the most of current, lower, tax rates. Here are 6 things you may be able to do this year and next to lock in current rates while we wait to see how the future of US tax rates plays out in Washington.
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.
Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security. The following checklist may help guide you through the matters that must be attended to upon the death of a family member.
Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This information is the bread and butter of any LTCI policy. In addition, you should know how to file a claim, preferably before you're on the verge of needing care.
When you shift from working for a living to living off your prior years of work, the way the money you pull from your various savings sources may also shift. It’s quite common for first-year retirees to be caught with a surprise tax bill due to this change, which may or may not require a change in how you plan and pay your taxes throughout the year. This article covers the various ways your savings may be taxed.
Those mid-life years can be crazy. Between growing your career, raising a family, helping your aging parents, paying off debt and saving for college, all while trying to just enjoy life while you’re still young, it can be easy to put off making moves to ensure you’ll be able to retire. Here are three key money moves to make in your 40’s and 50’s that will keep your options open in your 60’s and beyond.
