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...
A Guide to Retiring with $500k
Most people dream of a comfortable retirement. One might want to travel or fund their education or simply relax without having to constantly worry about...
How to Build an Investment Portfolio
By: William Hayslett
An investment portfolio is a collection of financial products carefully chosen from different asset classes in proportions that suit the investor’s risk profile. This might...
Should you Make Investments Based on What You Hear in the News?
By: William Hayslett
At some point, most of us have considered investing in the stock market hoping to earn a fortune. We’ve heard several success stories – how...
Planning for Rising Healthcare Costs in Retirement
By: William Hayslett
According to a recent study on retiree health care cost estimates, an average retired couple of 65 years in 2020 may need approximately $295,000 saved...
What is a 401(k) and how Does a 401(k) Work?
By: Jonathan Dash
Named after the section of the US Internal Revenue Code under which this retirement planning account is defined, 401(k) accounts are company-sponsored, tax-advantaged, and defined...