Tag: taxes

Retirement

What to Know About Wills and Estate Preparation

January 29, 2024. Joanna Cutrara

Wills and estates are an essential part of retirement planning. Get started on this important step with these basics.

Budget-Wise

Important Financial Dates For 2024

January 24, 2024. Andrew Sheldon

You likely already know that Tax Day is April 15, but here are a few other important financial dates to know in 2024.

Retirement

Is It Better to Take RMDs Monthly or Annually?

November 08, 2023. SmartAsset

The best way to take required minimum distributions from retirement accounts depends on your financial situation.

Mortgages

First-Time Homebuyers’ Guide

August 28, 2023. Peter Vey

First-time homebuyers can run into some confusing issues, but don’t worry. This guide can help you on your exciting new journey.

Road Trips

8 PGA Championship Golf Courses in the Northeast

August 25, 2023. Andrew Sheldon

Want to play where the pros play? These golf courses have all hosted the PGA Championship.

Retirement

The Best Way to Withdraw From Your Retirement Accounts

May 17, 2023. SmartAsset

The right strategy can help you get the most from your savings.

Retirement

Social Security Resources: Quiz, Calculators and More

March 27, 2023. Andrew Sheldon

These Social Security resources will help you understand when it’s best to retire and how much you can expect in benefits.

Life Insurance

Does Life Insurance Get Taxed?

March 20, 2023. Marisa Perjatel

Answers to questions about life insurance and taxes that policyholders and beneficiaries should know.

Air Travel

5 Easy Ways to Simplify Family Vacation Planning

February 15, 2023. Zachary Duhamel

Excited for a family trip but not so thrilled about the planning? Start with these tips and the rest will fall into place.

Budget-Wise

How Do Tax Brackets Work?

February 02, 2023. Sarah Hopkins

Tax brackets can be confusing. Find out which tax brackets you fall into and how to calculate what you’ll owe.