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

Use this meeting to introduce your estate plans and, in a basic sense, what you hope to accomplish with them

If you can work at them throughout the year, you can potentially brighten your financial outlook in 2024 — and beyond

In addition to considering gifts for your loved ones, you might want to think about charitable gifts as well

Generally speaking, you may not want to do a lot of selling (or buying) of investments once you’ve built a portfolio that’s appropriate for your goals

To develop this strategy, you’ll need to address these key questions

An ETF, like a mutual fund, can own an array of investments, including stocks, bonds and other securities

Once your teen’s first paychecks start coming in, consider bringing up the idea of opening a Roth IRA

A special needs trust can allow the trust’s beneficiary to receive financial support for supplemental needs without losing public benefits

A 529 plan has a lot to offer — and it might be something to consider for your family’s future