Lee McGowan, CFA, CFP® |
Categories
What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.
Lee McGowan, CFA, CFP® |
Categories
With tax season well underway, tax scams are likely to become more prevalent. If you’re unsure if a message you’ve received is legitimate or fraud, here are some red flags to watch out for.
Lee McGowan, CFA, CFP® |
Categories
In life and in finances, the difference between success and failure may lie in the choices you make daily – not one monumentally bad decision. Once you've recognized your behaviors, you can start to build a plan to improve them.
Lee McGowan, CFA, CFP® |
Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each candidate’s tax proposals based on information released by their campaigns.
Lee McGowan, CFA, CFP® |
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.