If you’re over age 50 and not sure whether you’re going to be able to retire, it’s time to focus, get advice and build a realistic plan. You’re not alone. The U.S. Government Accountability Office recently reported that most households approaching retirement have low savings, adding that nearly half of households led by individuals or
Advertisement
tax advisor
Your Midyear Financial Checkup
on June 8th, 2015
Setting a few hours aside for a midyear financial checkup in June or July can help you review how you’re doing with savings, investing, spending and debt. It can give you the opportunity to spot irregularities and adjust your budget well in advance of year-end. If you already work with a qualified financial or tax
Smart Tax Moves To Consider Before New Year’s Eve
on December 3rd, 2014
The flurry of activity during the last weeks of December can make it difficult to pay attention to finances. If you want to save on your tax bill come April, now’s the time to make some critical moves. If you have a tax advisor or financial planner, it’s wise to run these ideas by them
