Category: Blog
Don’t put all your eggs in one basket: Why a multi-approach portfolio wins
<p>Steve Tuttle explains how combining index funds, active strategies, and a multi-factor approach can enhance returns and align with your risk tolerance for a robust portfolio.</p>
3 last-minute tips to maximize deductions (and minimize taxes owed)
<p>The tax deadline is coming up, but IRA contributions, funding your HSA and itemizing your deductions can all lead to lower tax burdens.</p>
Drawbacks of index investing
<p>Explore the risks of overexposure to large-cap stocks and the benefits of alternative investing strategies for a diversified portfolio.</p>
Maximum Social Security benefit: how is it figured?
<p>Delve into the factors that affect your Social Security retirement benefits, including the significance of your earning history and the advantages of delaying benefits until age 70.</p>
What does Medicare not cover? Five things to look out for.
<p>Effective retirement health planning requires understanding Medicare's coverage limits. Get insights into preparing for out-of-pocket costs and supplemental insurance needs.</p>
Is there a difference in retirement planning for men and women?
<p>Learn the key differences in retirement planning between men and women, focusing on longevity, income gaps, Social Security benefits, and investment strategies.</p>
Timeless wisdom: Buffett’s annual letter reiterates keys to Berkshire’s success
<p>Learn investment insights from Warren Buffett's 2024 Berkshire Hathaway letter, highlighting the importance of clarity, patience, and fiscal prudence for success.</p>
How are you taxed after selling a mutual fund in an IRA?
<p>Learn how IRA and Roth IRA transactions impact your taxes. Understand non-taxable investments, tax consequences of withdrawals, and how to navigate capital gains and penalties efficiently.</p>
3 tax deductions you’re probably missing out on
<p>Maximize your 2023 tax return with tax deductions you might overlook! Charitable contributions, state taxes and healthcare expenses could lower your tax bill.</p>
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