Blog

What Exactly is a Target Date Fund?

Apr 20th, 2021 • Lisa W.

If you participate in a workplace retirement plan (401(k), 403(b) or similar), there is a very strong possibility that you are invested in a target date fund (TDF). In 2020, 50% of 401(k) accounts were held exclusively in target date funds, and 75% of accounts contained at least one TDF. But do you know exactly … more »

Your Family Money History Follows You… Unless You Address It

Apr 13th, 2021 • Gayle E.

My daughter got married last summer and it’s been quite interesting to watch the newlyweds figure out how they want to manage their money as a couple. They’ve arrived at a method that is working well for them but the process was a bit bumpy. After some heartfelt conversations it became clear that they had … more »

Owe Taxes? Here Are the Ins and Outs of Tax Payment Plans.

Mar 29th, 2021 • Lisa W.

Out of sight, out of mind…which is how you may have felt when the annual income tax filing date was shifted to May if you have a payment to make. But May 17 is coming up fast and even if you felt relatively sanguine about making the payment a couple months ago, your situation may … more »

What Qualifies as a Dependent on Your Taxes?

Mar 23rd, 2021 • Damian Dunn

Tax season is here and so thoughts turn to…dependents. (Presumably, you are always thinking about your beloved dependents!) While you certainly know whom you consider to be dependent upon you, the definition of “dependent” is more nuanced for income tax purposes. Understanding exactly who is (and who is not) a dependent has enormous implications for … more »

Blog

What Exactly is a Target Date Fund?

Your Family Money History Follows You… Unless You Address It

Owe Taxes? Here Are the Ins and Outs of Tax Payment Plans.

What Qualifies as a Dependent on Your Taxes?

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