Resources

With the first three months of 2022 behind us, it’s a good time to take stock of your financial plan. In this follow-up article, we focus on the items that can help you stick to a well-constructed financial plan into the upcoming quarter.

Bruce joins the morning crew to explain how to calculate income that accounts for your lifestyle.

Not everyone needs a full-blown retirement plan in their 20s or 30s. You’re working a first or second job. Don’t have much credit-card or college debt but may be trying to save up for a car purchase or first home. You can create a personal financial plan in four simple steps that will set you up to pursue these goals.

The IRS has warned that staffing shortages and budget cuts will delay processing returns. Filing electronically early and using direct deposit may speed up your return and reduce risk of fraud.

Over the past year, we’ve seen the Big Resignation unfold in corporate America. Lots of late-career professionals are opting for early retirement — either because they no longer feel fulfilled by their jobs, or the stresses of COVID caused them to rethink what they want from life. But from a practical sense, what will it take to retire early?