Latest articles by Julie Virta, CFP®, CFA, CTFA
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Five Simple Year-End Tax Tips to Set Up a Successful 2024
If you wait until the new year, you may miss out on some valuable tax planning strategies. Here’s what you need to know before closing out 2023.
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Using a 529 Plan? Here’s What to Keep in Mind
As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations.
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Are You Overlooking Your Most Valuable Retirement Asset?
Selling your home and relocating could become a bigger part of the retirement conversation, given how real estate markets have boomed over the last decade.
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Want to Reduce Investment Taxes? Consider These Five Ways
Strategies such as using tax-efficient funds, asset location, tax-loss harvesting and more could help you keep more of your money.
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4 Ways to Prepare for a Personal Financial Crisis and Keep Goals on Track
An unexpected loss can send you spinning, but knowing where you stand and where to turn financially if something happens could ease some of the stress.
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Year-End Financial Checklist: Prepare Now, and You’ll Have Time to Adjust
The sooner you figure out where you’re at, the sooner you can jump on making changes without stressing later.
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Planning to Retire in the Next 3-5 Years? What to Consider Today
retirement As you inch closer to retirement, here are three big-picture things you need to think through to be financially and emotionally prepared.
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Rising Health Care Costs and the Impact on Soon-to-Be Retirees
retirement planning The time to plan for your health care in retirement is years before you actually retire.
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Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
estate planning A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
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4 Steps to Kickstart a Financial Plan in 2022
retirement planning The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
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Tax-Efficient Tips for 2021’s Charitable Giving Season
Charity With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
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4 Reasons Families Fail When Transferring Wealth
estate planning Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, keep these four common pitfalls in mind.
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