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Who wouldn’t want to pay off his or her mortgage as quickly as possible? But, is making additional payments or over-payments towards your mortgage the best wealth management plan? A well-thought-out financial strategy could determine where you should focus your money to maximize the value of your dollar.
Sweeping rule changes in the retirement landscape were put into place when the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act became effective on January 1st, 2020.
Has your employer provided you with rewards in the form of restricted stock units? Also known as RSUs, restricted stock units refer to a type of compensation that doesn’t vest right away.
In an effort to ease the burden, Congress passed the CARES Act in March of this year. Also known as the Coronavirus Aid, Relief, and Economic Security Act, CARES enables those affected by COVID-19 to access their retirement plans early.
Opinions abound about the upcoming presidential election. However, there’s one subject on which people from both sides of the aisle agree: tax rates are likely to increase in the coming months.