As each year ends investors balance losses against gains to minimize taxes that are paid to the IRS each year.

Money is a mental that carries a lot of emotion. The high percentage of choices that you make in your life are centered on personal finance

Switching jobs? Tuition reimbursement a new benefit to attract employees.

Update on the IPO, the Lawsuit and Payment for Flow (PFOF) and how it works.

The midyear check up is to validate if goals are being met or there is a need to adjust them

Should couples have their own bank accounts? Should they have one budget or two?

Making a $1 million dollars is not as hard as you think; it just takes time.

The practice known as stuffing allowed Peter Thiel to build a behemoth tax-free nest egg.

How much money do you need to to retire early and comfortably for a long period of time?

Change Financial Independence Retire Early to Financial Independence Side Hustle (FISH). Most people cannot retire without having a job.

Bernie Madoff was an American financial businessman who was responsible for the largest Ponzi scheme in history of $17.5 billion dollars.

Many mortgage companies have a biweekly payment plan to make 13 payments each year. This can you save thousands of dollars interest.

We are going to talk about millennials, stereotypes and money. There are many myths and we'll discuss what the truth really is.

A nest egg is a sum of money and other assets that are saved or invested for the future that is typiclly tied to retirement planning.

Let’s take a scenario and say a family of four is making under $160,000 AGI. This means that $5,600 ($1,400 per person) will be sent out.

People want the wedding and the house for the future. The wedding is a one-day event that will be in memory for years to come.

Here's one golden rule: Never judge a book by its cover or one's net worth based on the car he or she may drive.

Social Security’s goal is to provide 40% replacement income and the individual’s goal is to reach 80% replacement income in retirement.

Just Imagine if you are a family of four that drinks coffee everyday; the amount of money that can be saved is staggering.

A target-based fund focuses on an investor’s capital needs at a future date. It gradually shift sfrom higher-risk investments to lower-risk