At this time of year, we often talk about things we can do to get on the right financial footing before the calendar changes. The truth is, these tips are actually good all year. Below are some tips to consider as you wrap up this year and move forward toward achieving your financial goals! Build …
Featured
When Do I Have to Take my First Required Minimum Distribution?
You can’t keep money in your pre-tax retirement accounts indefinitely. The IRS requires that you begin to withdraw money from these accounts (Traditional IRA, SEP IRA, SIMPLE IRA, or employer’s retirement plan account) and pay the appropriate taxes after you turn 70½. The minimum amount you must …
Umbrella Insurance – An Inexpensive Way to Protect Yourself
An umbrella insurance policy provides liability coverage over and above the coverage in your homeowner and auto insurance policies (hence, the term “umbrella”). The umbrella insurance policy provides extra protection in the event that a situation arises in which you are not fully covered by your …
