What is the Tax Torpedo — and How Can You Avoid It?

Understanding all the details and nuances of Social Security benefits can sometimes be difficult. For example, one source of confusion for many people has to do with whether or not Social Security benefits are taxable. Social Security benefits themselves generally aren’t taxable, but there is a situation where a portion of benefits may become taxable. […]

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How You Can Jump Off the Investing Emotional Roller Coaster

With summer right around the corner, you could be planning a trip to your favorite amusement park. Once there, you might even be brave enough to ride one of the giant roller coasters that are so popular at many parks today. Amusement park roller coasters are fun — at least they are for some people. […]

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The Long-Term Benefits of Dollar Cost Averaging

“Buy low and sell high.” This is probably the simplest explanation of how to be a successful investor. Simple doesn’t make it easy, though. Nobody has a crystal ball allowing them to see into the future so they know when to buy securities at the lowest possible price and sell them at the highest possible […]

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Early Retirement Strategies: Plan to Stay Healthy After You Retire

Many people today dream of being able to retire earlier than the traditional retirement age of 65. Doing so would enable them to pursue goals and activities that they never had time for while working full-time, such as volunteering, travelling and engaging in their favorite hobbies and sports activities. However, there’s a growing body of […]

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What Are Tax-deferred Accounts — and Why Are They Beneficial?

What Are Tax-deferred Accounts — and Why Are They Beneficial? Tax day may finally be in the rear-view mirror, but that doesn’t mean you should forget about tax planning. In fact, now is a great time to get a jump start on tax planning for the rest of this year so you’re better prepared during […]

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