When does it make sense to refinance your mortgage?
© Andrii Yalanskyi| Dreamstime.com Refinancing can be an incredibly valuable financial tool, but only when the timing and the math...
Five ways to prepare for early retirement
Early retirement isn't just a dream, but it does require careful planning, write Ben Soccodato and Chris Kampsitsis of The...
When money has your back – understanding asset matching in retirement
With asset matching, Ben Soccodato and Chris Kampitsis write, you don’t have to worry about breaking into your piggy bank...
Business owners must avoid these financial mistakes, especially when retiring
Photographs courtesy Dreamstime.com. As a business owner, you pour your heart and soul into building your enterprise. You're focused on...
The 411 on tariffs
The Trump Administration's implementation of sweeping tariffs, or taxes, on goods imported from China and other nations serves as a...
Strategic IRA wealth transfer: maximizing legacy through tax-efficient planning
The landscape of retirement account inheritance has changed, presenting challenges and opportunities for effective wealth transfers. Understanding the distinctions...
The 529 – more than a college savings plan
The 529 plan is more than a college savings plan, write Ben Soccodato and Chris Kampitsis of The SKG...
The holiday financial balancing act
Ben Soccodato. Chris Kampitsis. Celebrating the holiday season while keeping your finances intact is a tough balancing act for all...
