Forth Financial Group

03/31/2024

Happy Easter!

03/13/2024

https://www.cnbc.com/2024/03/12/why-homebuyers-need-to-earn-more-to-afford-a-home-in-2024.html

While mortgage rates remain elevated for potential homebuyers, factors outside borrowing costs are keeping housing unaffordable for many, experts say.

03/08/2024

Contributing to an IRA is one of the best ways to prepare for retirement. Keep reading to learn what you can expect if you inherit an IRA.

Contributing to an IRA is one of the best ways to prepare for retirement. Keep reading to learn what you can expect if you inherit an IRA.

03/04/2024

https://www.kiplinger.com/personal-finance/careers/college/603628/529-plan-faqs

529 plans offer considerable convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).

03/01/2024

https://www.cnbc.com/2024/02/27/heres-a-checklist-of-the-tax-forms-needed-to-file-your-return.html

02/23/2024

https://www.kiplinger.com/taxes/taxes/what-it-really-costs-to-be-middle-class

Is being middle-class worth it? You be the judge, but here’s what the numbers say about how close some in the middle class are to the poverty line.

02/19/2024

https://www.kiplinger.com/personal-finance/tips-for-couples-navigating-the-money-maze

Whether you’re combining your finances or keeping them separate, being on the same page and communicating often and regularly are key.

02/16/2024

https://www.kiplinger.com/taxes/will-tax-on-social-security-benefits-be-eliminated

Lawmakers have proposed to eliminate tax on Social Security retirement benefits. Here’s what that could mean for retirees and workers.

02/14/2024

Happy Valentine’s Day from us to you! Wishing you love and happiness this season.

02/13/2024

https://www.kiplinger.com/kiplinger-advisor-collective/essential-questions-to-ask-yourself-before-a-major-purchase

If you want to get ahead with money, it’s important to think before you buy.

02/09/2024

https://www.kiplinger.com/retirement/reasons-to-buy-when-you-downsize-for-retirement

Buying your retirement home, rather than renting it, grants you stability, control, possible tax benefits and a very handy inflation hedge.

02/05/2024

https://www.kiplinger.com/article/investing/t064-c000-s002-smart-ways-to-handle-an-inheritance.html

Here's how to handle an inheritance like a pro. A bequest could change your life, but don’t quit your day job.