FDIC Fact Sheet
Whether you’re just starting to build your savings or looking to protect your nest egg, this FDIC insurance graphic can help you make informed decisions about where to deposit your money and how to protect it.
Whether you’re just starting to build your savings or looking to protect your nest egg, this FDIC insurance graphic can help you make informed decisions about where to deposit your money and how to protect it.
Tax planning is an essential aspect of personal finance and business management. With the appropriate strategies, you can legally minimize your tax liabilities and keep more of your hard-earned money. Here are 5 tax planning strategies to help you reduce your tax liability.
Squire Wealth Advisors and Squire & Company, PC team up in this video to bring you their top 5 tax planning ideas for 2022.
An HSA can act as more than just a vehicle to pay medical expenses; it can also serve as a retirement account. For some taxpayers who have maxed out their retirement plan options, an HSA provides them with another resource for retirement savings – one that isn’t limited by income restrictions in the way that IRA contributions sometimes are.
If your traditional IRA is invested in stocks and/or mutual funds, the recent substantial downward slide by the stock markets may provide a unique opportunity to convert your traditional IRA to a Roth IRA at a low cost, and then benefit when the markets recover.
It’s important to remember that you don’t need an immeasurable amount of wealth to do the things you love as long as you prioritize what truly matters to you. Your long-term financial plan is one mechanism to help translate your money into happiness.