Most people have the desire to achieve financial freedom but don’t know where to begin. The irony is the first step to achieving any goal is the simplest, define the goal. What level of financial freedom do you hope to achieve? Are you sick of living check to...
Tax-advantaged investing refers to any type of investment or account that offers a tax benefit. Health savings accounts, annuities, IRAs, stocks, and certain types of insurance policies are examples of investments that can either defer, reduce, or eliminate the taxes...
During hurricane season there are many ways to prepare, and applying for a HELOC is one of them. But is a home equity line of credit right for you? A HELOC will allow you to access money from the equity in your home whenever you need it and for any reason. Interest...
Before selling assets, don’t forget to consider the taxes! Whether you’re selling a business, a house, cryptocurrencies, or stocks, asset sales are taxed. Capital gains taxes are based on profits that have been realized and the rates depend on the type of asset sold,...
Anxiety over the upcoming election may impact retirement plans. How? When people make investment decisions based on emotions it usually leads to bad outcomes, and the financial decisions we make today affect our future. The Nationwide Retirement...
Wells Fargo employees were in the news after being fired for allegedly faking keystrokes and pretending to work when they weren’t. It’s easy to assume that someone using a mouse jiggler must be doing something other than their job, but that is not always...
