Trying to figure out how much income tax to withhold to approximate your actual tax liability is not an exact science and many of us get it wrong year over year.
Required Minimum Distributions (RMDs) are a frequently misunderstood, but critically important concept, relating to tax-deferred retirement portfolios.
Financial Planning Focus – Take a Walk in Your Advisor’s Shoes: Ten Steps for Evaluating a Prospective Financial Advisor
The Washington Post recently ran an article written by Bruce Horovitz discussing ten important steps to take before hiring a financial advisor.
If you were to google “Generation X” these days, the top results would be articles related to the generation of individuals born after the baby boomers (from the early 1960s to mid 1970s) and before millennials.