19 results for "personal finance"

personal finance

Getting a head start on 2020 tax planning

If you have already filed your taxes, it may be nice to finally focus on other priorities. While it’s easy to cast your tax planning aside, there is no better time to get ahead. With last year’s mistakes fresh on your mind, simple changes won’t take long. Here are a few easy ways to get...

personal finance

9 ways to start preparing for 2020 taxes

If you’re still licking your tax wounds, you may not be eager to dive into planning for 2020. As painful as it may be, now is the perfect time to learn from your mistakes and pivot. Here are nine smart ways to start preparing for next year’s return. 1. Compare your 2018 vs. 2019 tax...

personal finance

Is An HSA a Good Tool for Wealth Building?

Check your latest investment statements and you get an instant snapshot of how much your accounts are worth. But that can be a deceptive picture. For many accounts you will have to pay tax once you decide to spend that money. In terms of wealth building, what counts is not today’s statement balances, but what...

personal finance

3 Don’ts of Investing

Success is often dependent on avoiding mistakes. Yet we often get so caught up in what we think we should do, we sometimes take our eye off of evading the bad moves that can undermine our long-term success. Avoiding these three investing mistakes will help you reach your goals. Mistake #1: Waiting to get started....

personal finance

HSAs for Retirement

Right now your retirement planning is likely focused on how much you can save for that distant goal. Makes sense. But how much thought have you put into what you’re going to pay in taxes when you retire and start making withdrawals from your traditional 401(k), or individual retirement account (IRA)? Every dollar you pull...

personal finance

How to be a Super Saver

Building up savings is one of those financial goals where intention often runs into the roadblock of reality. There’s no question you want to save more, but without a plan for how to pull it off you get to the end of each month without extra cash flow to earmark for savings. Here’s how to...