First Time Home Buyers

Name Your Plan – Select Both Retirement Income & Legacy Target

You know how much income you need and what kind of legacy you want to leave, but what you don’t know is if you might be able to hit those targets. Here’s one way to find out.

3 Alternative Asset Strategies to Diversify Your Retirement Portfolio

With interest rates as low as they are, bonds are not the retiree’s friend they used to be, so what can you do to replace them in your portfolio? Three possibilities include real estate, options and annuities.

Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving

Being your own boss has its perks, and those include special retirement savings possibilities, such as SIMPLE IRAs, SEP IRAs and Solo 401(k)s.

Dividend Cuts and Suspensions: Who’s Paring Back?

The COVID-caused flood of dividend cuts and suspensions has slowed to a trickle, but some notable names have still slashed payouts of late.

Retirees, Your Finances Need an Annual Checkup

An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.

Child Tax Credit 2021: Who Gets $3,600? Will I Get Monthly Payments? And Other FAQs

People have lots of questions about the new $3,000 or $3,600 child tax credit and the advance payments that the IRS will send to most families in 2021 – and we have answers.

Stimulus Check Warning: IRS Can Reduce Your Recovery Rebate Credit for Child Support or Other Debts Owed

Most restrictions put in place to protect your stimulus check from garnishment don’t apply to Recovery Rebate tax credits.

36 Best Amazon Prime Benefits to Use in 2021

At $119 for Amazon Prime, get your money’s worth by taking full advantage of your membership. Here’s a list of the best Prime perks.