A budget reflects your priorities–and also any financial deficiencies you may have–thus making them a very personal piece of information about our lives.
Author: Jonathan
Could Retirement Plan Changes Be Coming for Small Businesses?
President Biden’s Build Back Better Plan appears to have the potential to change retirement saving for employees of small businesses by offering automatic enrollments in retirement plans.
When the Unexpected Hits
Recent natural disasters have taught us a tough lesson about being prepared for the unpredictable. Are you ready?
Go Direct!
60-day rollovers are risky, so why not just use the more efficient direct transfer to move money between retirement accounts?
Affected By a Natural Disaster? The IRS Might Be Able to Help
The IRS does occasionally show some sympathy to the plight of Americans impacted by natural disasters.
Savings Accounts and You!
Is a savings account really a good way to save or could you do better?
You Can Own Property With Your IRA. But Should You?
Yes, it sounds like an interesting idea. No, you shouldn’t do it without proper planning and understanding of the risks.
Beware RMD Aggregation Rules
Aggregating RMDs can simplify things in retirement, but you need to make sure you understand the limits.
Will You Be Working In Retirement?
Just because you “retire” doesn’t mean you still can’t work.
Aging In America Is Expensive
Getting old in America is not only physically painful, but can be financially tough as well. Are you prepared for it?