Articles under “Planning & taxes”

Are you living a healthy financial life? These posts arm you with knowledge to better manage your finances and minimize your taxes.

Don’t Procrastinate on Filing Your Taxes

In the words of George Washington, “No taxes can be devised which are not more or less inconvenient and unpleasant.” In other words, taxes are a pain. We know it, you know it, but whether you like it or not, tax day (Tuesday April 18th) is less than a month away, so it’s time to

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The Surprising Value of Social Security

While young people tend to regard Social Security as a source of only miserly payouts – and one with an uncertain future to boot – it can in fact represent a significant portion of your income after you’ve retired. That means that even if you are still in your 30s or 40s, you should take

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The Hierarchy of Personal Financial Advisors

Managing personal finances can be a complicated business, and as the saying goes, “mo money, mo problems.” As your net worth grows, so do the number of services you need to make sure your affairs are in order. That means having a financial plan and setting up your investments to obtain the maximum return for

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Software is Better Than People

Software is far better at most jobs than people are. I realize that statement will make a lot of people uncomfortable, but it’s true.

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