The Great Retirement Debate: Roth IRA vs. Traditional IRA by Charles Sizemore | Apr 13, 2021 | Personal Finance Let’s focus on which particular savings vehicle — the traditional IRA or the Roth IRA — is a better match ...
Self-Employed Taxes: Legally Shed Thousands Off Your Bill by Charles Sizemore | Mar 30, 2021 | Personal Finance If you are self employed and making a good salary, you have a chance to protect a good chunk of ...
Protect Your Nest Egg: 3 Tax Tips for the Extended Season by Charles Sizemore | Mar 27, 2021 | Personal Finance The IRS extended the tax-filing deadline to May 17. Here are three tax tips to help you protect your nest ...
3 Simple Tips to Become a Humble Investor by Charles Sizemore | Mar 18, 2021 | Personal Finance Sometimes when investing, it's best to keep it simple. That's why we employ certain systems and try our best to ...
3 Ways to Invest Your Stimulus Check by Charles Sizemore | Mar 13, 2021 | Personal Finance Millions of Americans will receive another stimulus check soon. Here are a few ways to invest that money into your ...
Buffett’s Annual Letter: Wise Words for Your Retirement by Charles Sizemore | Mar 3, 2021 | Personal Finance Investors anticipate Warren Buffett's annual letter every spring. Here's how you can apply some of his wise words to your ...
Fear the Bear: The Dangers of a Buy-and-Hold Nest Egg by Charles Sizemore | Feb 24, 2021 | Personal Finance Buy and hold is a great investing strategy, but a bear market near retirement can be devastating. That's where it ...
Should You Invest in a Beach House? by Charles Sizemore | Feb 10, 2021 | Personal Finance A beach house could be a good investment, but there are a lot of factors to consider like the length ...
2 Ways to Stay Ahead of the Tax Man in 2021 by Charles Sizemore | Jan 20, 2021 | Personal Finance President Joe Biden's tax proposals could impact your retirement assets if you make enough money. Here are two ways to ...
Dodge the Tax Man With an IRA Reverse Rollover by Charles Sizemore | Jan 19, 2021 | Personal Finance IRA reverse rollovers are a great tactic that can shelter some of your retirement nest egg from taxes. Here are ...