Blog


The customary advice about cashing out your retirement plan early is: don’t. There are very few situations that would make it financially worthwhile. A standard IRA or 401(k) provides before-tax contributions and tax-free compounding, deferring taxes to retirement. A Roth IRA, although contributed to with after-tax dollars, provides for tax-free compounding and tax-free distributions in[…]

Read More

Sometimes you cannot complete the paperwork for your tax return by the due date (April 17, 2018 for your 2017 returns). But, unlike your old algebra homework, you can’t just turn it in late. The IRS is very, very picky about deadlines. However, the IRS also makes it fairly simple for you to get some[…]

Read More

Whether your child is 18 months old or 18 years old – saving money for their college education is a critical piece of your financial picture. As tuition prices continue to skyrocket, it’s more important than ever to have a strategy for handling the cost of higher education. Obviously, the sooner you start saving the[…]

Read More