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Top IRS Tax Resources You Can Use Thumbnail

Top IRS Tax Resources You Can Use

Everyone hates the IRS, right? Certainly, navigating the tax bureaucracy is a chore that almost no one looks forward to. That’s what your accountants are for. However, there are a lot of great tax resources, for people who don’t have an accountant, or have a problem that their accountant can’t help them with. Next are a few of the IRS tax resources that I’ve used, which are available for free.

Tax Planning
Options for your 401(k) When You Change Jobs Thumbnail

Options for your 401(k) When You Change Jobs

You’re leaving your current employer because you’ve got a new job, but it may be some time before you get your first paycheck from your new employer. Or perhaps you’ve become a victim of downsizing, and are just now beginning a job search. In either case, you might be facing a short-term cash crunch. When you review the options available to you for your existing 401(k) plan, “cashing out” your vested 401(k) balance might seem like the perfect solution.

Retirement Planning Financial Planning
Should You Talk Finances Before Marriage?? Thumbnail

Should You Talk Finances Before Marriage??

Imagine not having any discussions about money until after you are married. Who is paying which bills? What kind of monthly budget will you plan to stick to? How much debt have you brought into the marriage from credit cards or student loans that may impact your ability to purchase a home together? How much do you plan to save for retirement? Will you join your assets or leave everything separate?

Financial Planning
Myth: I don’t need to talk about finances before getting married. Thumbnail

Myth: I don’t need to talk about finances before getting married.

Not talking about money is the number two reason couples divorce according to Marriage.com. But couples who discuss money matters regularly act as a team and report greater levels of satisfaction with their partners. In today’s episode, Kathleen and Julie Lawrence, CFP®, examine the myth that couples don’t need to talk about finances before getting married. Listen in and learn some tips for talking about money with your honey!

Retirement Planning Financial Planning
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