Income
What Are Capital Gains and Capital Assets?
Last updated: 2/29/2024 Understanding capital gains, losses, and assets are important to your overall financial strategy. Asset appreciation, like from your stocks or real estate, is exciting, especially when you…
Read MoreShould I Pay Off My Mortgage Before I Retire?
Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off…
Read More17 Money Mistakes Doctors (and Other High Earners) Make
Last updated: 02/28/2024 Financial missteps from high-earning individuals, like doctors, can be especially costly. Do you struggle to manage your finances or want to improve your money habits? Or are…
Read MoreRequired Minimum Distribution: What It Is and How to Calculate It
Last updated: 02/28/2024 Required minimum distributions are important to your overall income strategy in retirement, but the rules can be complex, especially if you have multiple retirement accounts. Read on…
Read MoreHow Retirees and Pre-Retirees Can Hedge Against Inflation
Last Updated: February 14, 2024 Today’s dollar buys far less than it did 10, 20, and 30 years ago—much like today’s dollar will not have the same purchasing power in…
Read MoreInflation: What It Is and Why You Should Care
Last Updated: February 14, 2024 Have you ever heard your grandparent say, “I remember when a gallon of milk cost 30 cents!”? Shoot, you may even have examples from your…
Read MoreDebit Versus Credit for Beginners: Benefits and Disadvantages
Have you ever been in the checkout line and overheard the cashier ask, “Debit or credit”? Have you ever been curious as to what this phrase means? Well, you’re not…
Read MoreWhat Is a Variable Annuity?
Last Updated: February 14, 2024 Variable annuities can help you meet your long-term financial goals and provide a guaranteed income stream in retirement, but they are not without their drawbacks…
Read MoreWhat Is a Fixed Annuity?
Last Updated: February 14, 2024 The predictability and stability of a fixed annuity have made it a popular choice for some saving for retirement. Annuities offer a guaranteed income stream…
Read MoreYou’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey
Last Updated: February 1, 2024 You’re young, so what? Time is money. And, while cliché, there’s truth to those three words. If you’re a young adult, you might be asking…
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