Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.
Maximize your Social Security benefits now while you still can.
An average return is in fact exceedingly rare.
Avoid having your benefits reduced and perhaps see an increase while working
Gain financial freedom by improving your student loans terms
Make the most of the money you’ve saved during your working years by understanding Social Security taxation rules
Six key financial planning ideas to review before year-end
Start teaching your children the importance of saving at a young age
Adopting a Child? The IRS may offer you up to a $13,400 tax credit.
Three questions to help you find the right fit
Now is the time to stay focused on your long term goals
Gain peace-of-mind before the big separation with a Durable Power of Attorney for Health Care
How spousal benefits can have a substantial impact on Social Security payments for divorcees.
The simple fact is that WHEN you start investing outweighs how much you save.
Can you contribute to two retirement plans if you work two jobs? Yes! Capitalize on retirement plan rules to double your contributions and lower your tax bill
Make a plan to start a conversation with your family members about what’s really going on behind the money
Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip
Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.
Gen X’ers were given the responsibility to save for retirement on their own. So far, how have they fared?
An estimated forty-two billion dollars of unclaimed property is waiting to be returned by state programs. Could some of it be yours? Find out how to get that money back in your pockets.
We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?
Deeply concerned that Social Security will not be there for them when they retire, Millenials are taking action to prepare now. Are you?
What many may not know is that children can make Roth IRA contributions if they have compensation. And these contributions can come in the form of a gift.
Whether your child is two months or two years, the answer to whether or not your kid needs life insurance is: likely not.
Knowing when to enroll in Medicare can save you from costly lifetime penalties and prevent long periods spent uninsured.
Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.
Get smarter about managing the transition from living on a paycheck to living off your portfolio
Trust your advisor, turn off CNBC. Wear patience on your sleeve. Your shareholders (you and your family) will thank you.
Strengthen your investment portfolio by rebalancing each year. Take profits on recent winners and increase your opportunity to invest in next year’s bargains.
Roth IRAs are often the best option for your savings, especially if current tax rates are low and future rates will be higher.
There’s one key chapter missing from What to Expect When You’re Expecting, and it plays to the tune of $175,000: the cost of your child’s college tuition.
Enter a good time when a CFP® can reach you to learn about your financial goals and determine if Windgate might be your solution.
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