If you’re a recent high school or college graduate, there’s no shortage of advice for you online or in print. Articles on this annual topic often focus on money management or getting the most out of a new career. This kind of information is helpful, but I’d like to pass along some unconventional guidance I believe […]
Tax filing season for 2017 comes to an end today. There’s one question we frequently hear, both as we deliver our clients their file copies of the returns and at our Record Keeping meetings as well: “How long should I keep my tax returns?” We often hear people talk about keeping returns three years or seven years. […]
Debt can feel scary. Between the seemingly endless payments, the possibility of bankruptcy, the potential for negative net worth, and the general unease of owing money; it’s just not fun. But should you pay off your debts early? If so, which loan should you pay off first? Or should you set aside savings instead?