by Jason Sechrist | Oct 14, 2021 | financial planning, Money
Decades of tax-free earnings, for starters, plus tax-free withdrawals Younger people tend to be in a lower tax bracket now than they’ll be in retirement, which is one reason why Roth IRAs are ideal for Millennials. Roth IRAs don’t get the same upfront tax break...
by Robert Sechrist | Oct 4, 2021 | financial planning, Money, retirement
How to prioritize your financial goals Determining the best way to ensure your financial security can seem overwhelming. For James and Michelle Bethe, deciding what to do with the $200,000 they had in savings had them at a standstill. As a teacher, Michelle, 36,...
by Jason Sechrist | Jan 14, 2021 | Investments, Money, retirement, Taxes
From what recipients will be paid to what workers could owe in payroll tax, big changes are on the way for our nation’s top social program. Sean Williams There isn’t a social program in this country that bears more importance to the financial well-being of...
by Robert Sechrist | Jan 11, 2021 | Investments, Money, retirement, Taxes
Liz Knueven – Dec 15, 2020, 4:19 PM Alistair Berg/Getty Images Personal Finance Insider writes about products, strategies, and tips to help you make smart decisions with your money. We may receive a small commission from our partners, like American Express, but...
by Jason Sechrist | Jan 7, 2021 | Investments, Money, retirement, Taxes
Adam Shell – Special to USA TODAY Newsflash for investing newbies: You don’t need a Ph.D. in finance to start saving for retirement or other long-term goals. But you can’t rely on beginner’s luck either. You need to learn and implement some basic investing...
by Jason Sechrist | Dec 28, 2020 | blog, Money, retirement
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money. by: Janet Kidd Stewart Getty Images About four years ago, Kelley Brooks’s husband,Chris, who was being treated for hypertension, died in his sleep. Like so...
