Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...

Social Security benefits play an important role in retirement income. But for retirees who may not need some or even all of ...

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.

The average tax refund in 2024 is hovering around $3,000, with only 40% planning to put it into savings according to Credit Karma’s recent tax survey. That’s not just shopping money – that’s ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Building Wealth the Easy Way? Yep, It’s Possible. Let’s be real: not everyone wants to spend hours obsessing over stocks, reading financial reports, or stressing about the latest market trends. And ...

Money invested in your 20s can compound for decades, making it a great time to invest for long-term goals. The average Gen ...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.