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.

With Tax Season underway, you'll need to be on the alert for tax-related scams. Here are a few ways to spot an IRS scammer.

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.

With Roth IRAs you’re able to direct after-tax savings to this investment account, where it’ll grow tax-free and can be withdrawn tax-free in retirement. So now, more than ever, it might be a good opportunity to evaluate whether Roth IRAs might fit into your financial plan from a tax or estate planning standpoint.

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.

Retirement requires a significant amount of planning. Make sure you get the most of your financial plan by avoiding these 8 common retirement mistakes.