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Many of us hope for a tax refund each spring, and about 96 million Americans get one. Whether you’re feeling hopeful or already know it’s coming, a tax refund probably feels like great news. Unfortunately, that’s not entirely true. A tax refund can actually be a sign that you didn’t…
The beginning of a new calendar year also marks the beginning of a tax year, and that means you can take steps that will benefit you next spring. Technically, you can accomplish these tasks at any point during the year, but earlier is better. To avoid having to play catch-up…
We hope you enjoyed your Thanksgiving holiday, and enjoyed your time with family or friends. Since talk over the dinner table often turns to everyone’s plans for the future, occasionally talk of finances comes up. And inevitably, you’re going to hear some questionable advice when chatting at seasonal get-togethers. No…
With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…
Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…
If you’re a veteran with a USAA account, this news will be important to you. The Charles Schwab Corporation recently purchased one million USAA investment accounts, and the merger is likely to affect customer returns. The deal, which will close in 2020, relocates $7 billion in cash from USAA retail…
Financial mistakes can cause you more than a bit of buyer’s remorse. Some can cost you the lifestyle you would have otherwise enjoyed, set you back in your career, or prevent you from putting your kids through college. In some cases, a mistake can even lead to a postponed retirement….
You’ve probably heard that money is one of the leading causes of disagreement and even divorce. And yes, it is the leading cause cited in 22 percent of all divorces*. Financial discord is also one of the top three factors behind all breakups (including unmarried couples). Clearly, no matter how…
When you think of financial planning, you probably focus more on saving and investing. And yes, these are important parts of your financial life, particularly with regard to preparing for retirement. But there’s another large component of sound financial planning, and it involves your spending. Not only is your budget…
If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead of the game. But at some point, you…
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