Financial Education Resources

What are the pros and cons to using a robo-advisor? Who needs a comprehensive financial planner, and what are some alternative options?

We just finished one of the most tumultuous years in modern history. A global pandemic. Widespread civil unrest tied to policing and racial justice. A disputed presidential election marked by hyper-partisanship. Despite these challenges, the year demonstrated resilience of people, institutions, and financial markets. The 2020 global stock market with selected headlines*. (Click the graph to enlarge)Investors []

Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.

Federal and State Income Taxes are often the largest expense for a household. Therefore, we recommend paying regular attention to tactics that will minimize each year’s taxes, as well as strategies to minimize lifetime taxes. The rules about these accounts, and therefore the strategies to use them, are many and varied. In today’s post we The post Tax Planning: Asset Location Basics first appeared on Michael Garber Financial Planning .

RealSimple.com answers the question “What is “Phased Retirement?” and points readers to other retirement-related phrases that might be new to them. Exposure to these phrases is not simply a way to learn new lingo; some of these phrases might introduce readers to ways to envision retirement. Boomerang Entrepreneur: A retiree who stops working and starts [] ©Bring Clarity to Your Finances™. Redefine Retirement with New Lingo is a post from Bring Clarity to Your Finances™