6 IRS Tax Tips for Stress-Free Filing

IRS Tax Tips for Stress-Free Filing

Even with the recent extension, the tax filing deadline is around the corner. Are you ready? Here are the main things you need to know—some of the top IRS tax tips—for a smooth, stress-free filing. 1. IRS Delays Tax Day—Check Your State’s Deadline Typically, your federal tax return must be submitted every year by April…

5 Signs You're Not Saving Enough for Retirement

5 Signs You’re Not Saving Enough for Retirement

Retirement feels like it’s years and years away. You love living in the moment and embracing everything life has to offer right now. Overlooking the future, however, could leave you less than ready for an enjoyable retirement. Watch for these five signs that could mean it’s time to ramp up your approach to retirement savings.…

What Are the Six Best States to Retire in Financially?

What Are the 6 Best States to Retire in Financially?

Are you worried that the grass in your golden years could be greener in another state? You may be right. Freshen your perspective with our list of the top six states for retirees seeking financial security. Some states offer abundant sunshine or an array of entertainment options. Then there are states that provide a good…

Tips to Jump-Start Your Financial Plan

Spring Into Action and Jump-start Your Financial Plan

While a financial plan looks great on paper, the real transformation occurs when you put your plan into motion. Spring into action and jump-start your financial plan today. We’ll show you how! 1. Set Reminders It can be easy to create your financial plan and essentially forget it. However, it’s vital to set calendar reminders…

What Can I Buy with a Roth IRA?

What Can I Buy with a Roth IRA?

Maybe you just opened a Roth IRA. Or perhaps you’re taking an end-of-year look at an account you’ve been working to grow for more than a decade. What can you hold—and not hold—in your Roth IRA? Here we break it down for you. What Is a Roth IRA? First, let’s briefly explain what a Roth…