Financial Articles

You want to minimize Uncle Sam’s share of your savings, but what exact role can Roth conversions have in helping you get there? First, it’s helpful to understand the nuanced interactions between ordinary income, capital gains, and Social Security taxation.

You will be a beginner many times throughout your life. To become successful, it’s helpful to prioritize simplicity, gradually moving through stages of complexity before you return to “simplicity at mastery.”

You’ve heard the saying, “Less is more,” but how does this apply to your financial wellbeing?

Are you letting outside “noise” – irrelevant and unpredictable market events – distract you from your long-term financial goals?

You’ve seen the media’s focus on the depletion of the Social Security trust fund (estimated 2035), but how could that impact your future benefits?

Medicare Parts A and B, known as Original or Traditional Medicare, cover many medical expenses once you reach age 65, but leave significant gaps.

You may know that over the long-term, the stock market often averages between eight-to-ten percent per year. But when it comes to S&P 500 performance, there is a difference between the “what” and “how” of returns.

If you want to create a future that is bigger than your past, personal growth is the key.

Are we in the midst of an EPIC bull market? Author Ben Carlson reflects on the legendary bull market of the 1980s and 90s, during which the S&P 500 saw nearly 18 percent annual returns.

How should you factor the possibility of tax rate increases into your retirement plan?

When you implement a comprehensive tax strategy, you create a barrier to help protect your retirement income from Uncle Sam. Here, author Mike Piper explores the concept of "tax torpedoes" in retirement, where marginal tax rates can be much higher than expected due to the way certain tax provisions interact.

As technology evolves, so does the nature of online scams, making it more important now than ever to protect your data and lifelong savings.