5 Money Tips For Millennials

[youtube https://www.youtube.com/watch?v=BQS6bXbZXtM]In the world of millennials, it often times seems hard to look forward because of the mountain of student loan debt and credit card balances that consume much of a monthly budget. But the fact is, it is extremely important to look ahead – five, even ten years – because like it or not, time [...]

Charities Can Visit IRS.gov for Tools and Resources about Taxes

Charitable organizations and other tax-exempt groups can visit IRS.gov for resources that will help them meet their tax obligations. Here is a list of resources with links to the information on IRS.gov: […]

The Single Dumbest Thing Investors Do

[youtube https://www.youtube.com/watch?v=FijLwZjy7pE]Investing is undertaken by millions of Americans every year. The vehicles most often used to invest in the stock market are mutual funds and retirement plans. But so often investment strategies are riddled with mistakes. One of the most common mistakes? Paying extra but not getting extra. Even if you don’t pay for a financial [...]

What is a 529 Plan?

[youtube https://www.youtube.com/watch?v=_Iqf9FpfOjw]A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts are undeniable. Much like a Roth IRA, the money in these accounts grows tax-free throughout [...]

Roth or Regular Retirement Plan?

[youtube https://www.youtube.com/watch?v=7o_quiZNspU]When most people think of retirement, they imagine copious amounts of free time and socializing with friends while playing golf or shuffleboard. But in reality there is so much more to think about before these dreams can come to fruition. The most important first step is considering where you are going to stash your retirement [...]

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