As each year comes to a close, many of us begin creating a list of goals and aspirations for the New Year. Common New Year’s resolutions include exercising more, eating healthier, spending more time with family and friends and living more economically. For those looking to improve money matters or if you want to start January off on the right foot, a year-end financial checkup is a valuable way to create a more informed financial strategy.

Tax Shifting Ideas to Reduce Your Bill to Uncle Sam

Many tax experts talk about shifting your tax burden from one year to the next. While in theory it may make sense, how can you make it work for you in practice?

Is there a taxable income reduction idea you can use?

You've carefully planned for retirement and the costs you'll need to cover after you've stopped working: monthly bills, housing, food, and health insurance. But there are other surprising expenses for which most retirees don't budget enough, or at all, such as travel, medical care, and grandchildren.retirement.