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Many of us dream of living in a paid-off home in retirement. After all, your mortgage payment is probably your largest monthly expense, and eliminating it would mean significantly more room in your budget. But there are also good arguments for keeping your mortgage! If that surprises you, keep reading…
For many of us, our homes are the largest purchases we ever make. They can also serve as a significant investment of your money, time, and emotional energy. So, it makes sense that we often haggle over the final selling price. But there are other ways you can save money…
You’ve likely read the sensational headlines about Bitcoin and other cryptocurrencies in recent years. Yes, Bitcoin started trading at 8 cents per coin back in 2010, and quickly rose to an astounding high of $65,000 per coin by 2021. So that might make you wonder whether you’ve missed your chance…
It can be difficult to plan for a period of your life that is very far in the future. After all, almost anything could happen in the meantime! But that’s actually the very reason that you should plan carefully for retirement. Because we can’t always predict all of the variables…
We don’t usually like to think about it, but our assets must go somewhere after we pass away. Setting up a Will is important, but is actually not the most direct way to transfer assets to your intended heirs. Your beneficiary forms, which you fill out when you establish a…
Early retirement planning represents a major key to long-term financial success. But whether due to a lack of interest or a lack of ability, many Millennials struggle to put together a retirement plan at this time. This generation faces a number of unique challenges, including… Housing costs are high. Housing…
It seems as though we’ve been hearing about this issue for decades: By about 2035, the Social Security program will no longer bring in enough revenue (via taxes) to cover all scheduled benefits for retirees. And with the cost of living continuing to rise, we’re all feeling a bit concerned….
With the income tax deadline looming on April 18, now is the time to start planning for your 2022 tax return. But before you sign that return, consider these five tips which could save you money. Open or contribute to an IRA. If you don’t already have an Individual Retirement…
Some people love their jobs, and then there’s the rest of us! Those of you in your fifties and early sixties are probably wondering if you can retire and begin enjoying the most relaxing and fun years of your life. Answer these three questions, and you can get a good…
You probably know that maxing out your retirement plan contributions each year can earn you a significant deduction on your income tax return. So if you forgot to contribute the full allowable amount(s), you might be kicking yourself right now as tax filing season begins. Well, we have good news:…
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