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Help if You Want It: Lessons From Your Account Statement

September 22, 2023 by admin

Help if You Want It: Lessons From Your Account Statement

An account statement can provide investors with a wealth of information about their investments. How closely do you look at your brokerage account statement? Your statement can tell you a lot about your investments. The following key elements of your statement contain important information that can help you assess the health of your portfolio. Account […]

Filed Under: Investment Tips

Charting a Long-Term Course

August 23, 2023 by admin

Charting a Long-Term Course

Stock market volatility can be a wild ride. If you follow the daily price movements of a stock market index, it’s enough to make you dizzy at times. If you watch the same index’s performance over longer periods, however, you may notice that things tend to smooth out. Unless you’re close to retiring and will […]

Filed Under: Investment Tips

Tips on Tax Planning

July 27, 2023 by admin

Tips on Tax Planning

You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax liability. Here’s a look at some of the factors you may want to consider in your planning. Standard Deduction or Itemizing […]

Filed Under: Individual Tax

Tax Breaks for Elder Care

June 12, 2023 by admin

Tax Breaks for Elder Care

You may be one of the many people who provides some care for an elderly parent. The care may range from a simple daily check-in to more complex daily assistance with the basics of living. The stress involved in taking care of one or more parents can be significant. It can also impose a financial […]

Filed Under: Individual Tax

Tax Tips for Property Co-Owners

March 20, 2023 by admin

Tax Tips for Property Co-Owners

If you’re the co-owner of a property, whether it is joint tenancy as in marriage or tenancy in common between real estate partners, some tips can make life easier for you come tax time. Read on to learn more about how to handle co-ownership of property. Types of Co-Ownership There are several types of co-ownership […]

Filed Under: Real Estate

What to Know About Target-Date Funds

February 6, 2023 by admin

What to Know About Target-Date Funds

Learn how target-date funds can be a useful part of your retirement portfolio. Target-date funds are a relatively simple and convenient way to invest for a long-term goal. They can be particularly useful to investors who feel they lack the expertise or the time to invest their retirement savings effectively or to monitor their portfolios […]

Filed Under: Investment Tips

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