All posts tagged planning

Get Familiar With These Estate Planning Documents

Categories: Miscellaneous
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man signing a document with a pen

Basic estate planning begins with completing documents that allow your last wishes to be carried out as you choose. But are you familiar with the documents you’ll need? Here’s a Read more

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Will You “boomerang” After Graduating from College?

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messy bedroom with boxes

No matter your plans for your life after college graduation, the high cost of living, limited job opportunities, and considerable debt can become significant barriers to your success in achieving Read more

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What’s Your Personal Net Worth?

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a small toy house sitting atop stacks of money

Net worth is a familiar term, but you may not calculate or watch it in the same way you track your income. Yet net worth is a valuable measurement tool Read more

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Improve Your Financial Well-Being With An Annual Review

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reviewing your financial well-being

You’re slogging through paperwork, gathering and organizing information to prepare your tax return. Take heart – you can make your hard work do double duty by using those same records Read more

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Self-Employed? You Need to Start Saving for Retirement

Categories: Retirement Plans
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Money saved for retirement

If you’re self-employed, retirement may be the last thing on your mind. When financial gurus recommend setting aside 15-20% of your income toward retirement, your eyes may glaze over. After Read more

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Borrowing from your closely held corporation may seem simple, but without proper planning it can be painfully expensive. The IRS often reviews such loans to determine if they’re merely disguised Read more

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Children working this summer

While you’re cooling off by the pool this summer, your opportunity to save on taxes might just be heating up. Here are some summertime tips to keep your 2014 tax Read more

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