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2020 Year-End Tax Moves

2020 Year-End Tax Moves

Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.

What Women Need Know About Working with Financial Advisors | Tip #3

What Women Need Know About Working with Financial Advisors | Tip #3

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

How Kids, Teens, and Parents Can Be Financially Smart—Together!

How Kids, Teens, and Parents Can Be Financially Smart—Together!

Why is it that when the words “children” and “finances” are mentioned in the same sentence, parents brace themselves like they are about to hear the punchline to a really bad joke? Well, it may be because children and finances are often characterized as two major topics that can cause stress and frustration. Here are some activities that can be done together that can be fun and satisfying for the whole family.

Tips for Selling Your Investment Properties

Tips for Selling Your Investment Properties

Planning to list your investment property for sale? Selling this type of property comes with a set of unique challenges. When you plan and strategize in advance, you could save yourself a lot of time and money.