Are you making the most of your charitable contributions? Donor-advised funds (DAFs) could be the answer, offering significant tax benefits and the flexibility to support various causes over time.
Regularly reviewing your credit report is crucial for maintaining financial health. It provides insight into your financial behaviors and can help you spot fraud early. Keeping an eye on your credit helps ensure you’re ready for life’s big decisions.
Explore the potential benefits of refinancing high-interest debt. This strategic financial move could lower your payments and help you manage your budget better, offering a clearer path toward financial stability and independence.
Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.
The FIRE (Financial Independence, Retire Early) movement is gaining momentum among people who are willing to make drastic changes to their lifestyle in exchange for an early retirement. Here’s what you need to know to decide if it’s right for you.
Women today are far more likely to be the head of household and manage their own finances than in previous generations. If you’re a woman who plans to retire solo, these six financial strategies are for you.
Not everyone is preparing for retirement with a spouse, partner, or children. Whether due to widowhood, divorce, never marrying, or not having kids by chance or choice, more people than ever before are approaching retirement single and childfree.
Retirement signals the end of our wage-earning years, so the primary concern tends to be making sure you’ll be able to take care of your needs and maintain your lifestyle without running out of money, but your physical and mental health are equally important.
Reviewing your Social Security statement and estimated benefits online is fast and easy, plus it can help you with retirement planning and knowing whether the SSA has accurate information on file.
You’ll never reach your retirement savings goal if you don’t start making progress towards it, and putting some tasks on autopilot practically does the job for you.
Putting off planning is the most common regret among retirees today. Setting a goal for yourself and working toward it incrementally and diligently is the best way to begin boosting your retirement savings today.
Between higher tax rates in the future to pay for COVID relief and likely lower Social Security payments, you may want to consider a Roth conversion to get in on what may be lower tax rates now.