Guide to Achieving a Tax-Free Retirement

Saving for retirement is the largest financial achievement during your years of employment, setting aside funds for up to 30 years in retirement from approximately 40 working years. Read more

Guide for Deciding When to File Your Own Taxes and When to Hire a Professional

In 2016, 42% of American taxpayers filed taxes without the assistance of a professional, up 1% from the previous year. Growing confidence comes from an increased comfort with technology and software companies, which deliver a step by step guide to tax filings. Read more

The Impact of Divorce on Financial Aid

The break-up of a marriage can have long-lasting financial effects on both parties, many of which you can anticipate. However, in addition to who will own joint assets and pay off existing debts, is the oft-forgotten impact of financial aid for current or future college students.

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Tax Considerations in Retirement

Saving for the future rises to the top of most priority lists the closer you are to retirement. Current studies estimate that 56% of Americans have $10,000 or less in dedicated retirement accounts. It will be a challenge to sustain your current standard of living, with grossly underfunded investment accounts. Read more