It’s easier to keep track of your investment income if your accounts are in as few places as possible. Hryck suggests consolidating financial accounts to simplify record-keeping and achieve easier cash flow tracking as you get ready for retirement.
However, he warns individuals to “consider the consequences from a tax perspective prior to making any moves, such as selling stocks or mutual funds.”
HISTORY’S BIGGEST TAX CHEATS There's an old saying that the only two things you can't…
TREAT YOURSELF While an incredible number of birthday perks revolve around free food, there are…
P IS FOR PRACTICAL Hotly anticipating your tax refund? Before you splurge on that Jacuzzi…
When it comes to living expenses, the truth is that most Americans live on a…
When the Federal Reserve raises interest rates, you feel it. “The Federal Reserve has its…
Warren Buffett is one of the richest people in the world because he saved…