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25 Tax Planning Tips for Now and the Future

March 29, 2023 by Brett Tams

Tax season is the perfect time to plan for your future. Here’s a thorough guide to taxes in retirement to help you.

Posted in: Moving Guide Tagged: 1099, 1099-R, 2, 2017, 2021, 2022, 2023, 401(k)s, accountant, Administration, advisor, All, analysis, annuities, annuity, ask, assets, average, balance, Bank, before, Benefits, big, bills, bond, brokerage, Budget, Budgeting, business, calculator, Capital Gains, capital gains tax, capital gains taxes, charitable donations, charity, city, collecting, Colorado, company, Connecticut, couple, couples, data, death, Debt, Debts, decisions, Deductible, deductions, deposit, discover, donations, earnings, efficient, employer, Employment, equity, estate, estate taxes, expense, expenses, expensive, Fall, federal income taxes, Fees, fidelity, filing jointly, finances, Financial Advisor, Financial Plan, Financial Wize, FinancialWize, Free, front, fund, funds, future, gifts, good, government, great, growth, guide, health, Health care, health savings account, high earners, home, home equity, How To, hsa, id, impact, Income, income level, Income Taxes, Insurance, interest, Invest, Investing, investment, investment returns, investments, IRA, IRAs, irs, job, kitchen, Law, Learn, Legislation, Live, Loans, Local, long-term care, long-term care insurance, LOWER, Main, Make, making, man, married, max out, Medical, medical expenses, Medicare, Medicare Advantage, Medicare part B, missouri, mistake, money, monkey, montana, More, Mortgages, Move, nebraska, needs, new, new york, new york city, News, or, Other, passive, paycheck, payments, pension, percent, photography, plan, planner, Planning, plans, points, president, pretty, rate, Rates, reach, relocating, required minimum distributions, retire early, retirees, retirement, retirement account, retirement accounts, retirement age, Retirement Income, retirement plan, retirement plans, retirement savings, return, returns, Reverse, rich, RMD, RMDs, rollover, roth, Roth 401(k), Roth IRA, Roth IRAs, save, Save your money, Saving, Saving for Retirement, savings, Savings Account, Savings Accounts, security, Self-employment, Sell, Seniors, sep ira, simple, simple IRA, single, social, social security, social security benefits, Social Security taxes, Spending, standard deduction, state taxes, states, story, student, Student Loans, tax, tax brackets, tax loss harvesting, tax planning, tax rates, tax season, tax withholding, tax-advantaged, taxable, taxable income, taxes, taxes in retirement, time, timing, tips, traditional, traditional IRA, Transaction, under, unique, Utah, value, vehicles, virginia, W-4, will, withdrawal, woman, work, worker, workers, working

9 Best Robo-Advisors of April 2023

March 28, 2023 by Brett Tams

How do the top robo advisors such as Betterment, Wealthfront, and Schwab stack up? We’ve covered the best choice in this guide.
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Tax Loopholes

March 28, 2023 by Brett Tams

A tax loophole is a tax law provision or a shortcoming of legislation that allows individuals and companies to lower tax liability. Loopholes are legal and allow income or assets to be moved with the purpose of avoiding taxes. This … Continue reading →

The post Tax Loopholes appeared first on SmartAsset Blog.

Posted in: Apartment Decorating, Taxes Tagged: 2, 2021, 2022, 2023, 429, advisor, All, American Opportunity Tax Credit, American Rescue Plan, Amount Of Money, apple, assets, author, basic, before, Blog, brooklyn, Buying, calculator, Capital Gains, carried interest, categories, child tax credit, Children, columbia, Compensation, cost, Credit, credits, data, deductions, earned income tax credit, earning, Economy, education, eitc, Emergency, Emergency Fund, entry, equity, evergreen_simplefeed_delay, expenses, facebook, Financial Advisor, financial advisors, Financial Goals, Financial Literacy, Financial Wize, FinancialWize, Free, fund, get started, goals, Google, government, Grow, higher education, home, home buying, home-sale exclusion, house, id, Income, income level, income tax, Income Taxes, index, interest, interview, investment, IRA, IRA contributions, IRAs, irs, job, Law, Legal, Legislation, lifetime learning credit, LOWER, Main, manage, Marginal, markets, math, Media, meta, money, More, mortgage interest, Move, Moving, News, Offices, opportunity, or, Other, pandemic, parents, plan, points, poverty, property, rate, reach, ready, reddit, required minimum distributions, retirement, retirement goals, retirement savings, return, returns, right, RMDs, roth, Roth IRA, Roth IRAs, safety, save, Save Money, saver, saver's tax credit, Saving, saving money, saving strategies, savings, School, simple, social, standard deduction, Strategies, student, students, Style, tax, tax breaks, tax credit, tax credits, tax deductions, tax law, tax liability, tax loopholes, tax season, taxes, time, tips, title, tools, traditional, traditional IRA, tuition, Twitter, under, versus, white, white house, will, work, working

7 Best-Performing Utility Stocks of March 2023

March 28, 2023 by Brett Tams

Utilities stocks may act as a stabilizing — and income-generating — force within your portfolio.

Posted in: Investing, Moving Guide Tagged: 2, 2022, 2023, All, analysis, assets, author, average, Bank, bank account, Benefits, big, Blog, Broker, brokerage, brokerages, Buy, Buying, cars, Clean, climate, Commercial, company, cons, currency, data, diversification, diversify, dividend, dividends, electric, electric cars, energy, environmental, ESG, ETFs, Fees, Financial Wize, FinancialWize, Florida, Free, fund, funds, future, gas, goal, Going Green, government, green, growth, health, heat, history, homes, How To, impact, Income, industry, Invest, Investing, investment, investments, investors, IRAs, Learn, LLC, low, making, market, markets, More, Morningstar, natural, nerdwallet, net-zero, new, new york, offer, offers, opportunity, or, Other, past performance, payments, plants, portfolio, present, pros, Purchase, rate, reach, Recession, retirement, retirement accounts, return, returns, rise, risk, roth, schools, shares, social, stable, stock, stock exchange, stocks, storage, sustainable, target, tax, tax benefits, taxable, time, tools, traditional, under, utilities, value, will, working

How Do Robo Advisors Work?

March 26, 2023 by Brett Tams

overhead of laptop

Robo investing can be a simple, low-cost way to start investing. Here’s a look at how robo investing could work for you.

The post How Do Robo Advisors Work? appeared first on SoFi.

Posted in: Financial Advisor, Growing Wealth, Investing Tagged: 2, 2023, active, active investing, actual, advice, advisor, All, Amount Of Money, ask, assets, Automate, average, balance, Bank, basic, Behavior, Benefits, blue, bonds, Broker, brokerage, build, Built, business, Buy, Buying, Capital Gains, choice, Choices, clear, College, College Savings, color, commissions, commodities, company, Convenience, cost, couple, cryptocurrency, customer service, data, decades, decision, decisions, Deposits, display, diversification, divorce, double, efficient, Emergency, Emergency Fund, Emotions, employer, entry, ETFs, event, exchange traded funds, expenses, expensive, experience, Federal Reserve, Fees, Finance, Financial advice, Financial Advisor, Financial Goals, financial habits, financial independence, Financial Services, Financial Wize, FinancialWize, FINRA, fixed, Fraction, front, fund, funds, future, General, get started, Giving, goal, goals, good, Grow, Growing Wealth, growth, habits, harvest, history, hold, How To, HR, index, index fund, index funds, interest, Invest, Investing, InvestLL, investment, investment advice, investment portfolio, investment returns, investment risk, investments, Investor, investors, InvestUn, InvestZ, IRA, IRAs, Learn, Legal, lending, Life, Life Events, Live, LLC, loan, low, LOWER, Main, Make, Make Money, manage, market, money, More, mutual funds, needs, new, offer, offers, or, Original, Other, past performance, plan, plans, poor, portfolio, portfolios, price, products, Professionals, protect, questions, reach, ready, rebalancing, Research, restaurant, retirement, retirement account, retirement accounts, retirement savings, RETUPD, return, returns, right, risk, robo-advisor, robo-advisors, roth, Roth IRA, Roth IRAs, sales, Saving, saving for college, Saving for Retirement, saving for the future, savings, SEC, securities, Sell, shares, simple, social, sofi, stock, stock market, stocks, story, Style, target, tax, Tax Advantages, taxable, Technology, Terminology, The Stock Market, time, time horizon, timing, tools, trading, traditional, under, unique, value, versus, volatility, wealth, will, withdrawal, work, working

4 Best Investment Strategies for 2022: Start investing today

March 25, 2023 by Brett Tams

For beginner investors, it can be hard to know just what steps are needed. These investment strategies are tried and tested and will help you succeed.
Posted in: Money Basics Tagged: 2, 2022, 2023, 429, active, active investing, ad, advisor, Alabama, All, Amount Of Money, apartment, appreciation, Apps, Arizona, Arkansas, assets, average, bad credit, Bank, bank account, basic, beginner, betterment, big, bitcoin, bond, bond funds, bonds, book, brokerage, brokers, bucket, buffett, build, Built, Buy, Buying, ca, california, car, car loan, certificates of deposit, Children, choice, clear, College, Colorado, Commercial, commercial property, Commercial Real Estate, company, Connecticut, Consumers, cost, Credit, credit card, Credit Card Debt, credit repair, Crowdfunding, crypto, cryptocurrencies, cryptocurrency, ct, dca, Deals, Debt, deposit, diversification, dividend, dividends, down payment, dream, earning, earnings, efficient, Emergency, Emergency Fund, estate, ETFs, Fall, Fees, Finance, Financial Wize, FinancialWize, financing, fixed, Florida, Free, fund, funds, future, General, Georgia, goal, goals, good, great, Grow, growth, growth stocks, guide, Guides, hawaii, health, history, hold, home, house, How To, how to invest, hunting, id, idaho, Illinois, Income, indiana, industry, interest, interest rate, interest rates, Invest, Investing, investment, investment apps, investment portfolio, investment returns, investment strategies, investments, Investor, investors, IRA, IRAs, items, Learn, lending, liquidity, list, loan, Loans, louisiana, low, LOWER, m1 finance, maine, Make, Make Money, making, Making Money, manage, market, markets, Maryland, Massachusetts, md, Michigan, mississippi, missouri, money, money market, Money Market Account, money market accounts, montana, More, Mortgage, nebraska, Nevada, new, New Jersey, new york, north carolina, offer, offers, office, office buildings, opportunity, or, Oregon, Other, park, passive, passive investing, paycheck, peer-to-peer lending, Personal, personal finance, place, plan, Planning, plans, Popular, portfolio, portfolio diversification, price, Prices, principal, project, projects, property, Purchase, rate, Rates, Real Estate, Real Estate Investing, repair, retirement, retirement plan, retirement plans, return, returns, rich, right, rise, risk, robinhood, robo-advisor, robo-advisors, roth, Roth IRA, Roth IRAs, safe, sales, save, Save Money, Saving, savings, Savings Account, searching, second, security, Sell, selling, shares, short, short-term investment, Side, simple, single, skill, South Carolina, south dakota, space, stable, Starting Out, stock, Stock Brokers, stock market, stockbrokers, stocks, Strategies, Style, surgery, tax, Tennessee, texas, The Stock Market, time, time horizon, timing, timing the market, title, trading, traditional, under, unique, Utah, vacation, vacation home, value, Value investing, value stocks, virginia, volatility, wants, warren, washington, Washington DC, Ways to make money, wealth, wealth management, Wedding, what is a brokerage account, will, Wisconsin, work, wrong

Born in 1950? The IRS Has a New Deadline for You

March 25, 2023 by Brett Tams

This may be a challenging tax year, especially if you’re unprepared.

Posted in: Moving Guide Tagged: 2, 2021, 2022, 2023, 457, All, Amount Of Money, at home, beneficiary, business, calculator, coffee, data, employer, Financial Wize, FinancialWize, future, government, home, id, Income, Investing, Investor, IRA, IRAs, irs, Law, Live, man, mistake, money, More, new, one year, or, Original, Other, plan, plans, reach, retirement, retirement accounts, retirement plan, retirement plans, return, returns, right, RMD, RMDs, roth, Roth IRA, Roth IRAs, second, secure 2.0, SECURE 2.0 Act, simple, simple IRA, tax, taxable, taxable income, taxes, time, traditional, update, will, withdrawal, woman, workers, working

32 Financial Planning Books for 2023

March 25, 2023 by Brett Tams

You don’t have to make a new year’s resolution to make an effort to improve your financial wellness this year. Fortunately, a plethora of books are available to help you budget, save and develop sustainable financial practices. Whether you are … Continue reading →

The post 32 Financial Planning Books for 2023 appeared first on SmartAsset Blog.

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6 Best Options Trading Platforms of 2022 – Updated for August

March 24, 2023 by Brett Tams

With the advent of online trading, options trading platforms, brokers, and exchanges have arisen to facilitate fair trading of stocks, options, and more.
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What Is the Best Age to Retire for Longevity and Health?

March 24, 2023 by Brett Tams

What Is the Best Age to Retire for Longevity and Health?

Most people would like to retire when they are still healthy and active but financially secure enough to continue an energetic lifestyle. The younger the better, for most of us. However, the best age to retire for longevity is different for everyone. It depends on many factors, such as your finances, your health, and what […]

The post What Is the Best Age to Retire for Longevity and Health? appeared first on SoFi.

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