6 Charitable Giving Strategies to Ease Your Tax Burden
There are still plenty of ways to receive tax benefits from philanthropy. Learn about six charitable giving strategies you can use today.
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Author: Kevin Caldwell
6 Year-End Tax Planning Strategies (Free Checklist!)
Implementing year-end tax planning strategies to maximize wealth and minimize costs is vital. Here are some tips to help you get started.
How Much Money Do You Need to Retire Comfortably?
Answering the question “How much money do you need to retire?” is easier than you might think. Let us walk you through the math step-by-step.
What Is Lifestyle Creep and How Can You Avoid It?
Lifestyle creep is the enemy when you crave independence, but you can avoid it if you recognize the signs and develop strategies. Learn how.
7 Common Tax Mistakes and How to Avoid Them
No one enjoys taxes, but failing to think ahead or making errors can cost you. Learn about seven common tax mistakes it is best to avoid.
How to Prepare for a Recession
What can you do to protect yourself when a recession is looming? Learn how to prepare for a recession and to take advantage of any upsides.
8 Financial Moves to Make Before the End of the Year
There are some important things to do before the end of the year to shore up your finances. Read on for a list of tips and a downloadable checklist.
What to Do With a Large Sum of Money
Receiving a financial windfall can be surprisingly stressful. Learn why that is and get tips for what to do with a large sum of money.
6 Benefits of Financial Planning You Will Wish You Knew Sooner
Explore the benefits of financial planning and learn how this invaluable process can provide clarity and confidence while alleviating stress.
How to Stop Fighting Over Money
Are financial arguments destroying your relationship? Learn why they happen and how to stop fighting over money once and for all.
Why Time in the Market Beats Timing the Market
If you considered pulling your money out of the market when Covid-19 hit, you were not alone. So many people felt that way, some acted
How to Invest in Happiness and Your Future
Is it possible to invest in happiness and your future simultaneously? Absolutely! Let’s explore some strategies for making that happen.