Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion ...

Check off these tasks now and you’ll start 2025 on the right financial foot. The first financial to-do is rebalancing. Most investors are likely due or maybe even overdue to rebalance. Taking required ...

To avoid triggering federal gift taxes, a family member can lend a student money for education at IRS-set interest rates. Here's what to keep in mind.

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Potential for Higher Returns: Investing a large sum at once can potentially yield higher returns if the market performs well over time. Time in the Market: With lumpsum investments, your entire amount ...

Mt. Healthy City Schools' Financial Planning and Supervision Commission met to discuss the rubric outlining their Financial Recovery Plan before it's presented to their Board of Education ...

With changes reshaping the retirement savings landscape, high-net-worth individuals (HNWIs) are looking beyond traditional ...

With the money saved and invested in our Health Savings Account (HSA), here’s how we plan to use it to give our family a ...

Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that ...

When a spouse dies it’s not uncommon for the surviving spouse to be unfamiliar with their finances. Reach out to a trusted ...

Regardless of the U.S. presidential election results, the next four years will impact your finances. Learn actionable tips for personal financial planning.

Inflation and deflation are opposite sides of the same coin. When both threaten, here's how to construct your diversified portfolio to keep it safe.