Another tax season has come and gone, and if you're receiving a tax refund, you may be wondering what to do with it. First of all, if your refund seems too large, you might want to check your withholdings. That money could be better spent throughout the year. If you've had any major life changes - marriage, divorce, new baby, new job - make sure your W4 reflects that. The same Continue Reading
5 Ways to Prepare for Early Retirement
Regardless of when you plan to retire, it is a major life step that takes significant planning and prep work. This is especially true if you plan on retiring early. Early retirement requires particularly aggressive saving because you have less time to set aside money for retirement, and more time you'll need to survive on those savings. 1.) Assess your current - and future - financial Continue Reading
Refinancing Student Loans: Five Things to Know
If you're still paying off student loan debt, refinancing student loans can be a smart way to shave thousands off your total payoff amount. It can allow you to consolidate your debt, pay your loans off faster and take advantage of lower interest rates. If you're a more visual learner, jump to the bottom of this blog post to watch our video on refinancing student loans. But refinancing Continue Reading
Tax Season: Prep Help for Last-Minute Tax Filing
It's tax season, and the deadline is just a couple weeks away! Maybe you were busy with work, you were still waiting to compile important documents, or you forgot about tax time altogether. Whatever the reason, last-minute tax filing is common; according to the Internal Revenue Service, 20-25% of Americans wait until the first two weeks of April to file. When it's this late in the game, you've Continue Reading
Tackling Student Loan Debt of $100,000 or More
If you're a doctor, lawyer, or have spent several years working on your degrees, it's common to acquire more than $100,000 in student loan debt. But you don't have to accept that debt as a way of life for the next decade or more. There are ways to knock out your debt faster than you might think-- but it takes discipline, focus, and cost minimization. Here are some ways to start Continue Reading
Tax Prep Tips for the Self-Employed Physician
If you're a self-employed physician or small business owner, then you know your taxes are more involved and complicated than when you work for someone else. There are more details to track, prepare and prove when it comes to tax time. So how do you cover your bases? Here are some tips to get your taxes ready, plus input from John McCarthy of McCarthy Tax Preparation. 1. Be Prepared for Estimated Continue Reading
Spring Vacation on a Budget
Does winter weather have you dreaming of a warm beach somewhere? You don't have to be a student to take advantage of spring break. But you also don't have to cripple your bank account to take your family on a vacation. Here are some tips to save extra cash on your spring trip: 1. Set a budget Don't do any planning before you set a budget for your trip that you're comfortable with. This Continue Reading
Refreshing Your Portfolio for the Best Growth
It's a good idea to check your portfolio at least once a year to make sure it aligns with your financial goals. If you're like many investors, you look closely at your next move but forget to assess the big picture. Here are some tips to shape up your portfolio: Get a clear idea of your investments You can't make sure your portfolio is balanced if you don't understand how your investments Continue Reading
Changing Your Mindset to Grow Wealth
Happy New Year! 2017 is here, and most likely you've seen dozens of lists already about how to set goals or make the best resolutions (you can read our tips for setting resolutions that stick here and here). These lists crop up annually, but they never seem to have very groundbreaking advice when it comes to actually fulfilling financial planning resolutions for established Continue Reading
Last Minute Financial Holiday Gifts
It's Christmas week! And for most people, there are still a couple names on their to-buy-for list. If you're strapped for time and want to give someone a gift with a financial twist, here are some of our favorite holiday gifts that go beyond cash: Money Magazine Subscriptions or Finance Books Financial reading material is perfect for everyone - regardless of their life stage - because Continue Reading
- « Previous Page
- 1
- …
- 17
- 18
- 19
- 20
- 21
- …
- 26
- Next Page »