Financial Planning

Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns about the road ahead. 

When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or have imagined relaxing in the mountains with only the concern of which hike to conquer that day, deciding where and how to spend your retirement years should be exciting.

Passive income is money earned in a way that doesn’t require much active effort, traditionally through investments or stake in a business. Active income, on the other hand, requires trading your time and participation or service for income.

When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer’s ears. That’s because both are used to lower the amount of taxes someone owes to the government.

Estate Taxes May Be Amended Soon
 What to know about the budget reconciliation bill.

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.

Finding and funding the right school at the right price for your kids can be challenging. You can get a better idea of how much any given school will really cost by accessing the resources outlined in these valuable steps.

Countdown to College
Things to consider as a parent of a future college student.

Explore the different ways you can help finance the costs of higher education.

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This application is your gateway to all federal aid.

October Is Financial Planning Month
Six areas of personal finance to review.