Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that
Financial planning is important because it helps individuals and families manage their money effectively, achieve their financial goals, and navigate potential financial challenges. Wealth advisors share financial planning strategies for executives and their families. Most individuals aren’t utilizing all the financial planning techniques available to them. Opportunities range from debt management, homebuying and mortgage questions, paying for college, selling a business, ways to use excess cash, and more. Overall, financial planning can help individuals and families achieve financial security and peace of mind, and can help them navigate potential financial challenges and unexpected events.
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that
What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If
It doesn’t always make sense to convert a traditional IRA to a Roth IRA. Your current and projected tax rate is often a main component
What are your 401(k) rollover options? You may consider rolling over an old 401(k) to a Roth IRA, which is properly described as a Roth
How much money do you need saved to retire comfortably? It depends entirely on how much you plan to spend. In this piece for Forbes,
Could you have planned for this? Investors of all ages are thinking it: could I have done anything to protect my investments from the swift
What happens if…? That’s the million-dollar question. Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they
The economy has been booming since the financial crisis but tough times are back. Broad economic conditions impact hiring or layoffs for many workers, but
A tax refund isn’t free money. It’s also not a good indication of whether you paid more or less in taxes compared to the year
Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though