couple sitting on couch and smiling at IRA form

How Can I Ramp Up My IRA in 2021?

As we head into another tax season, don’t overlook your IRA. Here are some easy and practical ways you can ramp up your IRA in 2021. Act Now. Did you know you can contribute for 2020 until the tax filing deadline? That means you have until April 15th to make your last contribution. If you’re  Read more ➝

Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

The tax deadline is quickly approaching. Are you looking to lower your 2019 tax bill? Contributing to your IRA by April 15th could lower your tax bill for 2019. The annual contribution limits for IRAs (both traditional and Roth) for 2019 is $6,000 for any working individual under the age of 50. Those over the  Read more ➝

jar of coins tipped over

How can I make meaningful resolutions that will help my family?

The holidays are over and Donna has yet to announce her “new year, new me” resolutions. Donna wants more than a good workout routine for her family; she wants to make sure they are financially secure. Can you relate? It’s not easy to make financial resolutions, but with the right plan, Donna (and you) can  Read more ➝