Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times.
Big tax law changes mean even bigger opportunities for taxpayers. Take a look at some of the changes to come out of the Tax Cuts and Jobs Act and consider how they could affect you.
Planning on giving this year? Giving annually might trim both your estate and income taxes. Currently, you can give $14,000 to any number of recipients without paying federal gift tax. Learn about your options. Continue reading “Want to give this year? Here’s what you need to know”
Your kids will learn math in school, but that doesn’t necessarily equate to personal finance. If you want them to become financially responsible adults, you should give them some training yourself. Here’s how.
Yearly employee performance reviews are often dreaded by everyone involved. Luckily, they don’t have to be a nuisance. Take a look at a few tips on how to make the process little smoother.
The cost of a college education keeps increasing, so the prospect of paying for it is daunting both to the college student and to parents. So who should take on this responsibility? Weigh both sides of the argument before you make the decision.
After your death, the disposition of retirement accounts, life insurance policies, annuities, and accounts at financial institutions are governed by beneficiary designations. If those designations are outdated, unspecific, or wrong, your assets may not be distributed the way you would like.Â Continue reading “Designate beneficiaries to avoid unintended consequences”
Are you thinking of returning to your childhood home to live with your parents? Although heading home after graduation or a divorce may feel like a setback, a temporary return to living with your parents can present opportunities to improve your financial situation. Continue reading “Returning home as an adult”