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Personal Finance Articles

Year-End Tax Planning Tips for 2024: Strategies to Optimize Your Finances

November 7, 2024 by Jay Willwerth, ChFC®

As 2024 draws to a close, it’s time to take a proactive approach to your tax planning. With the right strategies, you can potentially reduce your tax liability, maximize deductions, and set yourself up for financial success in the coming year. Here are comprehensive year-end tax planning tips to consider before year-end. Assess Your Current […]

Filed Under: Personal Finance Tagged With: Personal Finance Articles

Breaking Up the Piggy Bank: A Divorcing Couple’s Guide to Retirement Asset Division

November 1, 2024 by Katie E. Moore, CDFA®

Dividing retirement assets is often one of the most complex aspects of a divorce settlement. These accounts, which may include 401(k)s, IRAs, pensions, and other retirement plans, are typically among a couple’s most valuable assets. Proper division requires careful consideration of legal requirements, tax implications, and long-term financial planning. This article will guide you through […]

Filed Under: Personal Finance, Women & Wealth Tagged With: Personal Finance Articles, Women & Wealth Articles

A smiling woman sits at her desk with her computer and a calculator to help her budget

How to Create a Budget You Can Actually Stick With: 5 Easy Steps to Take Control of Your Finances

March 4, 2021 by Katie E. Moore, CDFA®

How to Create a Budget You Can Actually Stick With: 5 Simple Steps to Master Personal Budgeting Do you feel like your finances are out of control? Struggling with credit card debt and wondering where you’ll find enough money to pay your bills? If this sounds familiar, creating a budget could be the key to […]

Filed Under: Personal Finance Tagged With: Personal Finance Articles

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