A decline in your credit score can be disheartening, especially since a great credit score often takes years to build. Understanding why your credit score may have dropped can help you make changes to boost your credit score going forward. Let’s go over what your credit score is, how it’s calculated, and what you can […]
Why Did My Credit Score Drop? Read More »
Deciding whether to hire a tax preparer depends on your financial complexity, income sources, and comfort with tax regulations. While DIY tax software works for simple returns, professional tax help—whether from a CPA, enrolled agent, or certified tax preparer—can save you money and reduce audit risk if you own a business, have multiple income streams,
Tax Preparation: When to Hire a Tax Preparer Read More »
Understanding social security taxes by state is one of the most important steps in building a retirement income plan. In 2026, only eight states still tax Social Security benefits – and knowing which ones can save retirees thousands of dollars annually. This guide covers every state’s current rules, the new federal senior deduction, and a
Social Security Taxes by State: 2026 Complete Guide Read More »
Form CRS is designed to help you clearly understand the nature and cost of services you receive from your financial professional
What Is a Form CRS? Read More »
One major decision for ExxonMobil households is whether to take their pension lump sum or pension annuity and determining their pension benefits commencement date.
ExxonMobil Pension Timing: Lump Sum vs Annuity Decision Read More »
If the only certainties in life are death and taxes, the only certainty about adulthood is paperwork. Each year, Americans receive some combination of W2s, 1099s, and more…all to file a Form 1040 with the IRS. And that’s just taxes. Most folks have financial records that extend far beyond tax forms. Since these documents often
Financial Records: How Long Should You Keep Documents? Read More »
Workplace retirement plans are the most popular way for Americans to save for retirement. But that doesn’t mean employees are getting the most out of their plans. We review five ways to ensure you maximize your benefits. 1. Take the free money Many companies offer to match a percentage of what employees contribute to their
5 Tips to Get the Most Out of Your Workplace Retirement Plan Read More »
In a two-parent household, it’s common for one spouse to stay home with the children. This can even be a good financial decision, given the increasing cost of childcare. However, it can create a potential problem when it comes to retirement; stay-at-home spouses don’t have the same access to employer-sponsored retirement plans. Plus, since Social
Stay-at-Home Spouse? Consider a Spousal IRA Read More »
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Protected: CARES Act: Required Minimum Distributions (RMDs) Read More »
Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not.
Review Your Insurance: Are You Covered? Read More »
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