Completing your taxes can be overwhelming. If you are working with a professional or completing your taxes on your own, you will need documentation and specific information to get your taxes done right. Here is a checklist of the main items you should need to complete your taxes.

There are many similarities & differences between a Solo 401(k) plan and a Simplified Employee Pension. It's important to understand the details before you make your decision.

Investopedia defines lifestyle creep as “The phenomenon where discretionary consumption increases on non-essential items as one’s standard of living improves”. In other words, as income goes up so do expenses.

Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.

Market timing, or selling to “avoid” losses during a downturn, may seem sensible, but it’s a flawed strategy for long-term investors.

Financial planning, done right, is not about sacrificing your todays just to plan for your tomorrows.

As we head toward the end of the year, there are many year-end planning items to consider including reviewing that the maximum contribution is made to your retirement accounts.