You can pretty quickly define wellness in terms of your health. You’re able to participate in the activities you want, and your body doesn’t hold you back from moving toward your personal goals. But how about financial wellness? Have you taken the time to consider what that means to you and whether you’re on track…
What’s a gold Roth IRA? Why do people open these types of accounts? And can you only hold gold in a gold Roth IRA? As America’s Gold Authority®, U.S. Money Reserve is here to answer your questions about gold Roth IRAs. Q: What is a gold Roth IRA? A gold Roth IRA is a type…
Year-end tax planning can only go so far. Don’t wait until December. The best tax-saving strategies take time to implement, and luckily you can start now. Consider strategies that can be helpful if you begin executing them midyear. Here are six tax-related items you may want to put on your financial checkup checklist. Get Your…
You might be going on summer vacation this year, but your finances can’t take a break. These financial literacy tips will help set you up to step away from your finances for a relaxing break, knowing that your accounts are in order. After all, who wants to come back to a pile of bills, reminders…
By definition, generational wealth refers to any assets that are passed from one generation to the next. By embracing the next generation and actively involving them from a young age, families can give themselves the best opportunity to shift beyond wealth preservation into wealth growth and transformation. Learn how families can build the foundations of…
The world is changing in unprecedented ways. As you near or are already enjoying your retirement, you know that firsthand. You’re watching the news, the legislation, and the markets to see how all three could affect your retirement portfolio. Here, we break down the most recent information regarding the stimulus plan and retirement contributions and…
Saving for retirement should be a long-term goal, not a short-term target. Becoming financially literate can help you achieve that goal, enabling you to estimate how much to save for retirement and which types of accounts can help you get there. Become More Financially Literate Financial literacy can be empowering. For example, a 2021 survey…
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…
Retirement feels like it’s years and years away. You love living in the moment and embracing everything life has to offer right now. But you’re starting to keep a keener eye on what’s up ahead and want to make sure your golden years live up to your expectations. To help make sure you’re stashing away…
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…
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…
You’re looking ahead to your golden years, and it dawns on you that they’re right around the corner. You’ve been preparing for retirement your whole life and feel pretty financially stable. But as you get ready to meet with your tax professional, you wonder what more you could be doing. What do you need to…
