Category: Personal Finance

How to Pay 0% Capital Gains Taxes With A Six-Figure Income

The long-term capital gains tax has been around since 2008. However, a lot of investors do not know about the 0% capital gains tax rate...

What Is The Difference Between Portfolio Management And Wealth Management?

The terms portfolio management and wealth management are often used interchangeably by investors, but the two are different with respect to their goals and services....

Is Social Security Taxable?

The majority of American citizens pay taxes on social security benefits. Americans often pay income tax on approximately half to 85% of their social security...

How to Plan Your Taxes if You’re a High-Net-Worth-Individual

The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look...

Ten Ways Parents Can Financially Plan for Their Child’s College Education

Life changes radically upon the arrival of a baby. While a baby does stand true to its moniker of ‘a bundle of joy’, there is...

5 Key Tips to Get Your Personal Finance Organized

A fear of opening up about finances and a lack of financial literacy has made keeping a check on one’s financial health and habits an...

How to Protect Your Wealth From Inflation

While planning and accounting for your savings and investments, we often tend to overlook the effects of inflation on the final amount. Inflation is what...

Important Aspects of Financial Planning in the New Digital Economy

The world is a lot different today than it was for the previous generations. The way your parents or grandparents prepared for their retirement and...

20 Tips to Spend Less and Save Money

While the act of putting away some money every once in a while in order to save for the long run sounds simple, we find...

5 Financial Adages that Held True During the Pandemic

Uncertainty, unprecedented times, and volatility are three words we continue to hear throughout this coronavirus pandemic.  We have also witnessed one of the biggest dichotomies...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.