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In addition to the emotional burden of losing a loved one, there is also the burden of paperwork, including filing a tax return for the deceased. Learn more about how to file taxes for a loved one who has passed away.
The Silver Tsunami, or the many baby boomers that are retired or retiring soon, has far-reaching implications across our economy and society. Learn more about how this generation will change how we approach the coming decades!
Real Estate Investment Trusts, or REITs, are a flexible way for people to invest in real estate without having to own any real estate themselves. Learn more about what REITs are, the different types of REITs, and their main benefits and drawbacks.
With the beginning of Spring comes a promise of not only better weather, but also renewal. It’s a time to get outside and do some gardening and clean-up from whatever winter left behind. For us gardeners, we know we must tend to the soil and garden beds in the early days of spring to get ready for seasonal planting. This means removing weeds and possibly adding some type of fertilizer to encourage new growth. The same “gardening” process can be used to improve our financial fitness and satisfaction with where we are at in reaching our financial goals. We can learn bad habits throughout the year and some pruning may be needed, or perhaps a change in strategy is warranted.
Regularly shredding documents helps protect your personal information, and it’s environmentally friendly! Here, we share tips on how to find a Shred Day event near you.
It seems like AI can do everything these days, from passing complex exams to telling jokes! But can it help you plan for your retirement? Learn more about whether or not AI is replacing financial advisors and how you can use AI to aid in your financial planning journey.
