Made a profit selling your home?

Mar 11, 2022 | Taxes

Here’s how to avoid a tax bomb this filing season KEY POINTS Home sales profits may be subject to capital gains, taxed at 0%, 15% or 20% in 2021, depending on income. You may exclude earnings up to $250,000 if you’re single, while married homeowners may subtract up to...

Your Guide to Retirement Planning

Mar 8, 2022 | Retirement Planning

This retirement planning guide can help you get your finances ready for retirement. Retirement savers need to choose a low-cost mix of stocks and bonds that suits their risk tolerance.(GETTY IMAGES) Getting ready for retirement requires consistent saving, prudent...

Think twice before buying this type of life insurance:

Mar 3, 2022 | Life Insurance, Uncategorized

‘People who shouldn’t be sold this policy are being sold it’ “I went on my mission asking different experts and CFPs if permanent insurance is scam.” Twenty/20 When it comes to life insurance, you have two main options: term or permanent. Term life insurance is a...

Here’s how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans

Mar 1, 2022 | Financial Planning, Retirement Planning

KEY POINTS Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone who delayed their 2021 withdrawal until this year under...