by Marilyn Evans | Apr 12, 2022 | Retirement
By Marilyn Evans What’s a Roth IRA? We get asked this a lot. This article answers that question in an easy-to-understand way. If you have more questions, we’re here to answer them. While many people are familiar with the benefits of traditional 401(k) plans, others...
by Marilyn Evans | Mar 29, 2022 | Retirement, Tax
By Marilyn Evans Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Here is a quick look at the five most overlooked...
by Marilyn Evans | Feb 23, 2022 | Tax
By Marilyn Evans Income taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Here’s a brief breakdown that explains how the Federal Government spends our tax money. Taxes are one of the biggest...
by Marilyn Evans | Jan 26, 2022 | Retirement
By Marilyn Evans Does your financial portfolio meet your retirement lifestyle? As a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. If you have a portfolio that isn’t meeting your expectations,...
by Marilyn Evans | Dec 9, 2021 | Charitable Giving
By Marilyn Evans Are you pulled to donate to charitable organizations this time of year? If so, here are three ways to give Smart from the Heart! View Video Contact Phone (505) 269-0817 Email Mevans@harvestmoonwealthadvisors.com Location 6565 Americas...
