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5 Simple, Effective Ways To Set Yourself Up for a Financially Secure Future

5 Simple, Effective Ways To Set Yourself Up for a Financially Secure Future
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United statesJulie virtaVanguard personal advisor servicesLife benefits impactSocial securityThat impact yourPersonal advisor servicesSmall towns to retireFinancially secure

I m a Financial Advisor — Here Are 6 Tips To Reduce Taxes Through Charitable Donations This Holiday Season

If you fear a large tax bill in April, you might be wondering how you can reduce your tax liability with just two weeks left in the year. Taxes on Generational Wealth Just Changed: Here's What You.

United statesJulie virtaAmerica charitiesWise giving allianceGetty imagesAppreciated securities insteadReduce your tax liability thisQualified charitable distributions from yourGiving alliance

8 Basics About Bonds Every Investor Needs to Know

The reputation of bonds as a stable source of income took a hit in 2022, but here’s why to keep fixed-income securities part of your savings strategy.

United statesJulie virtaFederal reserveCorporate bondsMunicipal bondsTreasury bondsHigh yield bondsJunk bondsInterest ratesFederal reserveFixed income securitiesTreasurydirect govBond fundsBond ladderRisk toleranceAsset allocation

Why the home could be one s most valuable asset in retirement: financial planner

A financial planner describes how the home could be a retiree's most valuable asset, but leaves out an important reverse mortgage detail.

United statesJulie virtaUs department of housingWith americanHome equity conversion mortgageUrban development

The 5 worst mistakes near-retirees make—and how to avoid them

The final years before retirement can be a crucial window to shore up your nest egg. Here are 5 mistakes you must avoid as you enter retirement.

United statesJulie virtaUs government accountability officeHealth savingsRachael campCamp wealth managementSocial securitySenior financial advisorHealth savings accountAccountability office

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