by Jason Sechrist | Apr 27, 2023 | blog, Taxes
Know your bracket, how key tax ideas work, what records to keep and basic steps to shrink your tax bill. Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product...
by Robert Sechrist | Apr 24, 2023 | blog, retirement
It’s never too late to start laying the financial groundwork for your future “In a perfect world, we would all begin saving [for retirement] from the time we receive our first paycheck,” says Nicole Gopoian Wirick, a certified financial planner (CFP) in Birmingham,...
by Jason Sechrist | Apr 20, 2023 | blog, retirement
The days when employees would work for a company for the bulk of their life and then receive a nice pension at retirement are, for the most part, long gone. Not only are employees much more nimble these days in terms of changing jobs, companies themselves are...
by Jason Sechrist | Apr 13, 2023 | blog, financial planning
There are various parts of financial planning that should be influenced by a person’s health, says certified financial planner Carolyn McClanahan. Someone in poor health or with medical problems should have an entirely different plan from a person who is healthy, she...
by Robert Sechrist | Apr 10, 2023 | blog, estate
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary...
by Jason Sechrist | Apr 6, 2023 | blog, financial planning
KEY POINTS Planning for who makes decisions and who gets what when you die is “a gift” for your family, says a financial advisor. While many people think estate planning is only for the wealthy, experts say that’s not the case. Here are some key things to think about...
