Tax rules on 10 different retirement accounts and investments

Founder, WEALTH MANAGER, Wealth Adviser, and Carlos Dias Jr. •
Kiplinger
Colleagues having a meeting.

For a tax-conscious investor, finding tax-efficient investments is the key to successfully saving for retirement. Not everyone thinks about the tax consequences on their investments and trusts that their financial advisers will be knowledgeable before making a recommendation. Often, it is a challenge for advisers to educate themselves on all of the tax laws that

Read More...


Debating whether to remodel or sell your house? Ask these seven questions first

By Danielle Braff •
Chicago Tribune
Man vacuums with long shop vac hose in renovation room addition with brick wall.

Sandy Tremain and her husband, Jeff, bought her 1960s Deerfield home in 2008. Back then the four-bedroom home with original pink bathrooms, galley kitchen and vintage appliances worked just fine. Six years later, though, the Tremains felt the time was ripe to move on. In that period, their household had grown to include three children,

Read More...


Are you investing or speculating?

Taylor Schulte, Founder, CFP, and CEO •
Kiplinger
investment

Do you feel hesitant to put more of your money in the market because it feels like a gamble? Even seasoned investors can get nervous about investing their hard-earned money because all investments come with risk. And for most people, the thought of losing the money you worked hard to earn is far more painful

Read More...