What should you keep in mind as you donate? Are you making charitable donations this holiday season? If so, you should know about some of the financial …
As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving, …
Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement …
Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more …
What is Tax Loss Harvesting? Not all investments make money and sometimes things don’t go quite like they were planned. This is the nature of Investment Risk. …
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and …
Publications, Insights & News provided by Kurt Rohrs of Southwestern Retirement Planning Advisors.