Browsing: Planning

Qualifying for a mortgage when you’re self-employed doesn’t have to be a pain. It all comes down to organization. Whether you’re self-employed, commission-based, or a full-time…

Even down markets can present financial planning and investment opportunities. Here are three money … [+] moves to consider during a selloff in the stock market.getty…

Songsak Rohprasit | Moment | Getty ImagesWhen saving for retirement, it’s easy to funnel money into a pre-tax 401(k) plan or individual retirement account without planning…

Guido Mieth | Moment | Getty Images’Your IRA is an IOU to the IRS’Traditional IRAs are the oldest and most common type of IRA, owned by…

The Internal Revenue Service is reportedly making plans to lay off up to half of its 90,000-person workforce.The Associated Press reported the layoffs would be in…

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements…

Is you tax preparer giving you tax planning advice? For that matter is your financial advisor giving … [+] you tax planning advice?getty Many people confuse…

Retirement for couples isn’t just about financial planning—it’s about building a future together that balances shared dreams, individual goals, and a secure lifestyle. And, conversations around…

In this episode, we sit down with Mike Richardson, former SVP and CTO of Nationwide, who retired at 55 to embrace a fulfilling second act. Mike…

We often hear buzz phrases like “building a legacy” and “generational wealth.” , but lets talk about what establishing a successful blue print to successfully pass…