The Hidden Cost of Your 401(k)

401(k) balances are near all-time highs, leaving retirement savers feeling pretty good about themselves and their futures. Eventually though, we all have to take distributions from those accounts, and that includes paying taxes. To lessen the tax bite, financial pros recommend a few key tips.

Does Work Ethic Fade with Inheritance?

Will you leave your assets to your heirs? Do you worry if an inheritance will impact them negatively? This article discusses how to determine how much to leave loved ones, and if that money should come with strings attached.

How Your Charitable Giving Priorities Can Impact Future Generations

Living a good life involves many things, including having a satisfying career, strong family ties, good friends, and hobbies you enjoy. Leaving a legacy may be part of what you desire; and charitable giving is a way for us to show future generations the importance of improving the world around us. Learn the importance of having a charitable giving strategy you can communicate to heirs.

Your Financial Values are an Important Part of Your Legacy

You may plan to pass along some of your wealth to your heirs. But what about your values? Do they understand and share what's important to you? Do they understand how to handle the opportunities and responsibilities that come along with some level of wealth? Learn how to convey your financial values to the next generation.

Words of Wisdom

Many people consider their financial goals to be far more important than their personal goals. But the personal goals have to come first -- the money is just a means to get there. ~Darren L. Zagarola, CFP®, CPA, PFS

How to Assess if the New Tax Law Helped You

So many Americans are still trying to figure out if the new tax law helped or hurt them. One’s instinct is to judge it based on whether you paid more taxes this year or last year. However, this may not be an accurate way to assess the result. Find out why.

Words of Wisdom

It takes a noble person to plant a seed for a tree that will someday give shade to people they may never meet. ~David E. Trueblood

How to Get Ready for the Tax Preparer

Tax season officially started this week, and the IRS maintains it is expecting to issue refunds within 21 days of when it receives and accepts a return - the same as always. Consider these tips to save your preparer time, and potentially save yourself money.

7 Resolutions for Financial Success

It's that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.

Up ↑