Investments & Taxes

Content type: Article

This article is rated five-star out of 5 stars

Earning a return on a stock market or real estate investment can help you meet your financial goals faster than you’d planned, but it also comes with a down side. Read More about How Are Capital Gains Taxed?

Previous Previous Item

Knowledge is Power

To really make your financial dreams come true, it's important to have some working knowledge of investments and taxes. Explore wise investing ideas that suit your risk profile, and get tips on how to minimize your tax bill. Sound complicated? Just start with the basics.

Protect What You Value

Whether you own a home, vacation getaway, investment property or antique family heirlooms, chances are you’ve made an investment that needs to be protected. Consider consulting with both an experienced financial consultant as well as a tax professional.

View Property Insurance Options

Match investment Risk to Life Stage

Adding riskier investments to your portfolio, such as stocks or mutual funds, can increase your potential return. As you draw closer to needing the money, you’ll want to diversify your investments and reduce your financial risk.

Find the Right Fit for Your Needs

Set a Retirement Goal

Whether you’re 25 or 55, set a retirement goal and specific investment plan to achieve it. The average household spends 25 years in retirement, so you’ll want to update your investments on a regular basis to reflect changes in health, taxes, income or family circumstances.

Learn More About IRAs