Javier Simon

17 Articles

The Best Tax Moves to Make Before You Retire

Shifting gears into retirement can be a rewarding time. All the years of hard work and saving are really about…

1 Min Read

Understanding Financial Planning in a Divorce

Going through a divorce can be an emotionally draining situation. But it also can be a financially draining one. Therefore…

1 Min Read

New Year Retirement Tips

Drazen Zigic/ShutterstockRinging in the new year is a time for celebration with loved ones and for reflecting. But before you…

1 Min Read

How to Benefit From Charity Trusts

For many, the holidays are a time for giving. But you can donate to your most valuable causes year-round while…

1 Min Read

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

Andrey_Popov/ShutterstockWhen you leave this earth, you want to make sure your loved ones are taken care of and that you…

2 Min Read

What You Need to Know About Gifting Trusts

It always feels good to give to those you love. But gifting large amounts may raise some unintended tax consequences.…

1 Min Read

How to Protect Your Finances If You Become Incapacitated

No matter how careful and responsible you’ve been with your finances throughout your life, nobody can tell the future. At…

1 Min Read

What to Know About Inheriting a Retirement Plan

Vitalii Vodolazskyi/ShutterstockYou may have recently inherited an individual retirement account (IRA) from a loved one. But while you’re in mourning,…

0 Min Read

What You Need to Know About AI Scams

Tero Vesalainen/ShutterstockArtificial intelligence (AI) has revolutionized the way we complete tasks, and it’s becoming a part of our everyday lives.…

1 Min Read

Why Invest in Large-Cap Stocks?

insta_photos/ShutterstockThe point of investing in the stock market is to make your money grow as much as possible. But with…

1 Min Read

4 Key Financial Accounts for Kids

If you have children, you’re probably financially responsible for them in full or in part, but someday they’ll have to…

1 Min Read

How to Help Your Teen Reduce Car Insurance Costs

For teens, getting behind the wheel for the first time is a milestone. It gives them the newfound freedom of…

1 Min Read