When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season.1
Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from parents, mentors, and even their friends. Ensure you provide them with basic tools for financial wellness.
The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives. You can reduce your tax burden and keep more of your hard-earned money. Here are some valuable tips for year-end tax planning.
Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is much easier to abandon or forget it. As the saying goes, “A goal without a plan is just a wish.”
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 looks like a year to potentially benefit those interested in creating a wealth transfer planning strategy through generational giving.
