Paying taxes is as much of a nuisance in retirement as having a bad pickleball partner. Make sure to plan for and submit your required tax estimates during the year and take advantage of some tips and tricks to avoid penalties and to perhaps optimize your income potential.
Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more about bucket portfolios by contacting Oasis Wealth Planning Advisors.
Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.
Many investors are concerned with the effect of election results. Do past results suggest a useful strategy to deal with election-year uncertainty? The answer is yes, but not as you would imagine. Vote with your ballot, not with your life savings.
In a bear market, our first reaction might be to make a change in our financial portfolio. However, if your assets are invested properly, you should be able to survive the down turn without much overall loss.
Helping your adult children can be a huge blessing. But, what should you consider before making large gifts?
Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.
To avoid burnout at work or bad morale among employees in light of the post-COVID era, consider making changes: a four-day workweek, a hybrid work model, or taking a sabbatical. Of course, don’t forget some basic changes you can make at home as well.
