Year-end Financial Planning Reminders for Executives
Executives have many opportunities to save on income taxes, here are my top planning considerations for year-end.
If You're Doing Tax Loss Harvesting, Here's Why You Need to Know Your State's Tax Rules
Harvesting losses that are not used in the current year may cause greater harm in a state that disallows loss carryforwards.
Lower Your Income Taxes by Using a Donor Advised Fund for Charitable Contributions
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
Here's How to Analyze a Pension
When it comes to choosing how to take a pension, here's what you need to know.
What to look for in a disability policy
The consequences of a disability are alarming. A recent study of consumer bankruptcy filings identified an injury or illness as the third leading reason for bankruptcy, behind medical bills (#1) and a lost job (#2)
9 ways to get the most out of your 401(k)
The 401(k) is one of the most common places to save for retirement, but few are taking advantage of all the benefits of their plan. Here are 9 ways to get the most out of your plan.