Planning and Personal Finance
Diligence is the mother of good luck
Benjamin Franklin
Benefits of a Trust Versus a Will
A properly drafted will or trust is essential for anyone who has assets to leave to heirs. Either a will or a trust allows you
Video: US Savings I Bond Looks Attractive As Savings Vehicle
The US Savings I Bond looks attractive as a savings vehicle for a portion of your savings that you will not need within 2 years.
US Savings I Bond Looks Attractive As Savings Vehicle
The US Savings I Bond looks attractive as a savings vehicle for a portion of your savings that you will not need within 2 years.
What are ESGs? What does ESG mean?
Environmental, social, and governance (ESG) have become focal points for companies, analysts, and investors. The evolution of ESG has created a growing awareness among the
Tax on Social Security In Retirement
A prudent and effective tax strategy during your employment years will most likely need to be modified in retirement. Once earned income ceases and income
Investors Gobble Up Dividend Stocks During Market Turbulence
he Federal Reserve has signaled it plans to raise interest rates in 2022 in response to stubbornly high inflation. WSJ’s J.J. McCorvey explains what higher
The Valerie Fund Charitable Giving
Highly appreciated stock or IRA Required Minimum Distributions (RMD) is the most tax-efficient way to donate where you avoid taxes, get credit for the donation
Financial Planning Tips for Families
Financial planning is usually your best choice if you want to secure your future. If you aren’t sure how to get started, Building Benjamins shares
Converting Your Traditional IRA to a ROTH
IRAs and Roth IRAs differ in how and when your money is taxed. A Roth can be better for some, we lay out hypotheticals for
