Retirement

Understanding Target-Date Funds

Understanding Target-Date Funds

Target-date funds are a popular retirement investment strategy, but there is a lot of confusion about how they work. This article will clear up some of the basics and help you decide if target-date funds are right for you.

Using IRAs as Part of Your Tax Planning Strategy

Using IRAs as Part of Your Tax Planning Strategy

We aim to share strategies that are designed to help individuals increase their net worth, increase the value of their estate, and ultimately build generational wealth. Achieving any goal starts with a plan and tackling it strategically. Our financial goals are no different. Tax planning is one aspect of personal finance that we need to keep in mind on the way to hitting our targets.