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Family

Financial checklist: 8 steps for new parents

This financial checklist for new parents can help ensure you're well-prepared for the first year of parenthood and beyond.
When it comes to financial planning for new parents, creating a budget is important.
Home

Financial planning guide to buying a house

Explore six strategies designed to help you save money on your mortgage while supporting your financial plan.
These six strategies for financial planning to buy a house are designed to set you up for homebuying success.
Retirement

Is a rollover IRA right for you?

Here's how to decide if a rollover IRA is the right choice for your circumstances.
While rolling over a 401(k) or other employer-sponsored retirement plan into an IRA is generally quick and relatively simple, there are some nuances to consider.
Insurance

How to lower insurance premiums as disasters rise

Natural disasters and extreme weather events are becoming more frequent. Learn how to manage their impact on insurance premiums to help minimize losses.
At the very least, an annual review gives you a chance to confirm that your policy accounts for any new risk-reduction steps you've taken throughout the year.
Retirement

Tips to ease retirement fears

Alleviate your fears of running out of money in retirement with these strategies.
If you can afford to do so, plan for a retirement that exceeds your life expectancy.
Retirement

What to do with a 401(k) when changing jobs

Wondering what to do with an old 401(k)? Learn more about your 401(k) rollover options.
There's no one-size-fits-all answer for what to do with an old 401(k), but cashing out should be the last resort for most savers.
Retirement

Comparing retirement plans for the self-employed

Explore the pros and cons of the five most common retirement plans for the self-employed.
The right option for you will largely depend on your current earnings, how much you want to contribute and whether you have any employees—along with a few other factors.
Family

What can a trust do for you?

Trusts are very different from wills, and different types of trusts can be used to accomplish different types of goals.
Trusts are like a Swiss Army knife: powerful and versatile planning tools that most people—especially those with complex or sizeable estates—should be aware of.
Retirement

Build on the basics with retirement income 201

Advanced steps could help customize and stabilize your retirement income planning strategy.
As retirement income strategies become more advanced, the more likely it is that you’ll need professional tax help.
Family

Ideas for preserving generational wealth

Once your retirement is secure, you may want to pursue strategies to preserve wealth beyond your lifetime.
With a legacy plan in place, you have an opportunity to make a difference that can be sustained long after you've passed away.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Taxes

Tax deductions for the self-employed

Discover top tax deductions for self-employed workers, from the home office deduction to qualified business income.
The IRS allows self-employed individuals to claim a variety of expenses on their annual tax returns.
Home

Energy tax credits for EVs and home improvements

Reduce the cost of energy-efficient home improvements and clean energy vehicles with these tax credits.
Not only do these energy tax credits help reduce your taxable income, but they also can minimize the cost of purchasing an EV or creating a more energy-efficient home.
Home

2025 housing market forecast

Find out how mortgage rates, housing prices and inventory may impact homebuying in 2025.
Strong home values, limited inventory, new buyers entering the market and construction challenges may continue to influence the housing market in 2025.
Taxes

Tax deductions and credits for homeowners

Explore nine tax breaks for homeowners that can help you offset the rising cost of owning a home.
While the costs of owning a home have increased in recent years, there are many opportunities to save money by lowering your taxes.
College

Guide to paying off student loans

Find the method of paying off student loans that works best for you.
The best way to pay off student loans starts with an understanding of your monthly income and expenses.
Retirement

Jump-start your retirement savings with these tips

Applying a few simple tactics to save for retirement can help you enrich your next egg as you reach each life milestone.
When it comes to saving for retirement, there's no time like the present. The sooner you start saving, the more time your retirement nest egg will have to grow.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Showing 1 - 16 of 353 results

Showing 1 to 16 of 353 results

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