Expenses Legal Retirement UPS 
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APRIL 10, 2024
“Can a dead person deduct medical expenses?” “Can ” These are just a few of the numerous requests Andy Phillips, director for the Tax Institute at H&R Block in Kansas City, Missouri, fields when tax time rolls around, as his clients muddle their way through what can and can’t count as a deductible expense.
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FEBRUARY 13, 2024
Save for retirement Expected time: 10-35 years Account types: Retirement plans including IRAs, 401(k)s and pensions Planning for retirement is one of the most common long-term financial goals. Most people enter the workforce with over 30 years until retirement, so the sooner you can start saving, the more wealth you can build.
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APRIL 1, 2024
A turbulent housing market: 2023 was the most expensive home-buying year in a decade. In the long run, this ignorance is bliss mentality only leads to more problems, whether it’s mounting credit card debt or puny retirement funds. He recommends identifying monthly core expenses and then identifying discretionary spending. “If
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JULY 19, 2022
As the world begins to open back up, many of us hesitate to give up this flexibility. Before going into business for yourself, you should have an account set aside to save for these additional expenses. Next, you’ll need to consider your current company benefits such as health insurance and retirement plans.
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JULY 20, 2021
Besides all the external factors that have essentially set them up for, well, failure (think the Great Recession and the COVID-19 pandemic), only 16% of millennials can be considered financially literate, according to George Washington University’s Global Financial Literacy Excellence Center. Trust me: I get it. The key is to start today.
Success
APRIL 1, 2024
A turbulent housing market: 2023 was the most expensive home-buying year in a decade. In the long run, this ignorance is bliss mentality only leads to more problems, whether it’s mounting credit card debt or puny retirement funds. He recommends identifying monthly core expenses and then identifying discretionary spending. “If
Success
OCTOBER 26, 2021
In the same way that it’s important to have cash reserves for business expenses, put away some cash for personal expenses. years of cash to cover essential expenses and any “what-ifs.” When my husband and I started reviewing our expenses, we discovered just how much we spent eating out (much more than we thought!).
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