You can help yourself greatly by making a series of moves

Whatever the reason, losing tabs on accounts that could be worth thousands of dollars is never a good thing

When pondering the decision to go back to work, you’ll want to evaluate the advantages and the possible drawbacks

You could lower your tax bill in any given year by stretching out your Roth IRA conversions over several years

You might want to take the time to consider some financial moves before we turn the calendar to 2025

Helping a charitable group and getting tax benefits for doing so is a “win” for everyone

When it comes to investing, you may want to pay less attention to what names are on the ballot

Consider your options carefully, with an eye toward making changes appropriate for your needs

Once you’re familiar with the nature of market cycles, you won’t be surprised when they occur

When you invest in a 529 plan, your earnings can grow tax deferred

Your Social Security isn’t the only benefit that could be affected by your earnings

You may want to consult with your tax and financial professionals to determine how these changes may affect what you want to do with your retirement plan

If you feel that you are lacking somewhat in any of the key financial management areas mentioned above, you can always educate yourself by reading or talking to people knowledgeable in these subjects

When to take Social Security is an important – and irrevocable – decision

Your tax refund can be a valuable asset — so use it wisely