If you didn’t collect your refund for the 2006 tax year, time is running out to claim it! $1.3 Billion Dollars. That’s the amount of unclaimed refund money the IRS is holding in their account. From the original filing deadline, each taxpayer has a window of just three years to claim refunds they are owed. [...]

There are other risks we sometimes don’t think about. When an investor or financial advisor thinks about diversification, it is generally with market risk in mind. It’s worth remembering that there are other potential risks to your money – and diversification can be valuable in helping you cope with them. Business risk. Even today, there [...]

Many people underestimate lifestyle costs, medical expenses and inflation. What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated … but that doesn’t mean it is [...]