What would you do if you won the lottery? Well you can't win if you don't play. The motivation to gamble and play the lottery varies, and most of the time, it's just for fun. But sometimes the desire for quick riches turns into big-time losses.
Moving soon? Here's a comprehensive checklist to help you remember all the places to change your address to avoid missing any crucial updates.
Celebrate Women's History Month with us as we spotlight three trailblazing women in the finance industry. These pioneers led through strategic planning and bold leadership.
1099 forms report different types of income you may have received throughout the year. Understanding which forms to expect and what they mean is crucial for accurate tax reporting.
Are you sitting on a pile of cash, not earning interest (or very little) at the bank? The beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.
As the year winds down begin considering your year-end resolutions. The goal-setting process allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead.
Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2025.
Read insights from "The Dumb Things Smart People Do with Their Money " by Jill Schlesinger discussed during the Fall 2024 Women's Financial "Book" Club. Discussion questions available for download.
To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.
In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.