Articles

By adding a little complexity and blending a portfolio of VTI and VXUS, you create the opportunity for three layers of benefits.

The IRS is clear, “If both spouses are 55 or older and not enrolled in Medicare, each spouse’s contribution limit is increased by the additional contribution. Each spouse must make the additional contribution to his or her own HSA.”

Step one to the Social Security Analysis is obtaining the necessary information.

You deserve an advisor who will help you with these five and more.

Once you have a smart phone, you can prevent the ringer from ringing unless the person calling you is listed in your phone. This article explains how to silence unknown callers on an Android phone.

Don’t let your political emotions impoverish your financial well-being.

This quarter, we saw that in 1-year returns ending September 30, 2024, Developed Freedom Investing had a -0.29% disadvantage, Emerging Market Freedom Investing had a -4.36% disadvantage, and Overall Freedom Investing had a -1.53% disadvantage.

Wealth management is in your control and there are actions you can take regardless of who wins today.

The steps to declare your tax withholding elections are fairly simple to accomplish online.

There is an artistry to a bond allocation, and while historical analysis can only be suggestive, it does tell a strong narrative.

You can distribute any amount of money to the account owner for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.

This 2017 article reminds us, “Stock market returns have little to do with which party holds the White House.”

You can distribute any amount of money to the designated beneficiary for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.

Election results should not change a well crafted investment strategy.

If you are curious about how the online process works for distributing funds from your College America 529 plan, this article is for you.