Investing to Thrive - Page 2 of 23 - Invest to empower your life.

Invest without fear and enjoy your life.

“Rock Retirement” Lessons on Life & Money Planning

Posted by Julie Rains | Retirement Planning

In Rock Retirement, author Roger Whitney brings life into the planning process. Learn how financial planners have gotten it wrong and what to do now.

How to Lower Taxes by Taking a Qualified Charitable Distribution (QCD)

Posted by Julie Rains | Tax Planning

You can take a make a charitable gift from your IRA to satisfy your RMD, avoid taxes on the RMD, and keep your income below triggers for other taxes as long as you follow IRS rules. Learn more about the QCD and how it could work for the charitably-minded, tax-efficient, and cash-flow conscious.

How to Be Good with Money

Posted by Julie Rains | Living Frugally to Invest

Follow these simple steps to be good with money, no matter where you’re starting.

What the Higher Standard vs. Itemized Deduction Means

Posted by Julie Rains | Tax Planning

There are new IRS rules pertaining to standard deduction amounts and the process of itemizing deductions. Learn about these changes and how they affect you.

What Plan Should I Choose? HDHP vs. PPO Comparison to Help Make This Decision

Posted by Julie Rains | Financial Planning

Compare healthcare plans by considering costs and tax benefits. Learn steps to design a spreadsheet to compare HDHPs with PPO plans.

How to Find Dividend Stocks

Posted by Julie Rains | DIY Investing

Dividend stocks can help you generate income in retirement and before. Here’s how to find those stocks quickly and easily.

How to Get Annuity Quotes using Blueprint Income

Posted by Julie Rains | Retirement Planning

A fixed annuity can protect against longevity risk. Take these simple-to-follow steps to get an annuity quote, no need to talk to a salesperson.

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