If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you’re self-employed, you may have an even greater need for life insurance: You’ll want to protect your family after you die, as well as protect the financial needs of your business.
Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions.
How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?
Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs, particularly when they were younger adults and children. You can take matters into your own hands.
With retail prices for energy at or near multiyear highs in the US, here are twelve tips to help you save on your energy costs this winter.
As Barnum’s Chief Financial Officer, Joe leads a diverse set of Financial operations across the company, ensuring long-term value creation for Barnum’s stakeholders. His efforts are focused on optimizing our financial and operational performance, enabling Barnum to reinvest in its people, enhance current capabilities, and develop new strategic initiatives that drive growth and value for our clients and our advisors.
Taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you’ll owe next April.
Ideas for putting your RMD to work for the good of others.
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