Summer is a busy time for many of us. While some things on your to-do list might get pushed to the side, your mid-year financial checkup shouldn’t be one of them. Set aside some time to sit down and look at how your financials have performed during the first half of the year. Make any required changes and you’ll be on the right path for a strong finish to 2017.
A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.
More Americans are being inspired by bloggers and freelancers who’ve become financially independent, and are striving to retire early themselves. Yet it helps to look at financial independence as more of a journey than a goal.
"Retirement" is a loose term -- the mid-20th century idea of dismounting from a bustling career into a life of leisure no longer exists, and many adults who are "retired" continue drawing income at ages where previous generations had pulled out of the workforce.
You should know about these rules help prevent financial advisors from taking advantage of you.
Whether you worry about losing your job to a robot, a recession, or just regular changes at your employer, you should always be prepared to withstand a period of unemployment. But by taking the time to prepare for a future job joss, you can minimize your losses between jobs.
Tax time is like a dentist visit. You just want to get through it as quickly as possible. But what if you’re missing out on key deductions and credits and hurting your refund?
In some areas, it’s looking pretty dismal. In other areas, it looks rosy. And when it comes to consumer emotions? Well, they’re in a good mood. Read on to find out what we mean.
Many Americans consider tax season to be one of the most worrisome times of year--in large part because they don't know how the math will work out when they crunch the numbers on their annual return. Working with a CPA or accountant can help ease the pain--and these professionals can also provide valuable financial planning advice and business strategy so you minimize taxes owed and maximize resources.
From growing up to the nightly news, there are several money myths many of us believe and they could be hurting our financial success. We’ll cover seven myths to avoid on this April Fools Day.
Scholarships are often a significant part of financing a child’s college education, along with financial aid, grants, and loans. Find out how college scholarships affect your taxes and if you even have to claim them on your tax return.
The age of expensive phone cards may be over, but even if you’re hopping to the kind of country where you can buy lunch for a buck, there are still a lot of unexpected costs to moving abroad.
Free and low-cost budgeting apps as well as bank and credit card tools can help savers get a handle on where their money is going.
You won’t get in trouble for missing the deadline to file on April 18th… as long as you fill out this super simple form! Here’s how to get more time to deal with your taxes.
Reverse mortgages can play a strategic role in financial planning for investors who want to age in place, or who want to postpone or take only modest withdrawals from traditional retirement accounts so as to preserve capital for themselves or heirs.
The queer community is getting married and starting families more than ever. To keep those marriages happy, we must consider the financial and tax consequences of same-sex marriage.
For many, setting aside money for retirement is as easy as enrolling in their employer’s 401(k) program. However, if you are self-employed, you have a few more options to choose from.
With emotions running high, you need to focus on the aspects of your finances you can control. No matter what happens, a good dose of serenity, courage, and wisdom will help keep your financial plan on track well beyond the first 100 days of the new Presidency.
Renting involves a greater chance of volatility in your budget, and can make it hard for seniors to plan ahead. Before heading into retirement make sure you understand what you maybe up against.
Before you sell your house and pack your bags to retire abroad you will need to make sure you have your finances, banking needs, healthcare and tax considerations well planned out.
Happy New Year! I hope that 2016 was rewarding for you personally, professionally and financially. With the year finally in the books, I think we can all agree that it was one for the ages. Through all its ups and downs, GuideVine was proud to serve people with the financial Read more…
With vacations, holiday celebrations and gift buying, and family gatherings, it can be easy to neglect several gestures that could have important financial impacts on your nest egg or tax bill in the coming year. But financial advisors say that’s a mistake.
Couples who marry later in life often have more complex finances and need to take extra care when combining assets. Here are some helpful considerations and advice for older newlyweds.
When spotting a lousy 401k plan you can start by looking at your investment choices and administrative fees. No regular 401k statements? Another red flag you should be aware of. If you suspect you might have a third-rate 401(k) plan, there are a number of things you can do.