Audit Red Flags

What raises eyebrows at the Internal Revenue Service?  Are you worried about being audited? The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 (the most recent information available). That same year, only 4.3% of taxpayers...

Long-Term Investing Truths

Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.   First and foremost, you learn to shut out...

Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance In 2017, the U.S. had a record 11.5 million millionaires, up from 10.8 million in the previous year. An increase in personal wealth may bring greater financial flexibility; it may also bring...