Don’t let capital gains taxes overshadow your investment success! Tax loss harvesting is a simple yet powerful strategy that can help reduce those taxes and
Read More
How Much Do You Really Know About Retirement Benefits?
If you’re like most Americans, the answer might surprise you. Despite the importance of retirement
Read More
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
Read More
Did you know that in just 25 months, the Tax Cuts & Jobs Act of 2017's tax provisions are set to revert back to their 2017 levels? This could spell big changes
Read More
We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With the markets in a bit of a doldrums the past month, that
Read More
Every year, taxpayers and financial professionals brace for a new round of changes to the tax laws, and it’s a huge understatement to say that constant fiddling
Read More
Predicting what the markets will do in the future is a fool’s errand; therefore, the boring approach of taking advantage of what the market offers is not a bad
Read More
Considering donating to a cause? There are a few things you should check first.
Read More
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
Now that the IIJA bill has passed, how does it affect your estate planning? Many estate tax changes were anticipated in the final months of 2021.
Read More
The differences in tax policy between Presidential candidates Donald Trump and Joe Biden are pretty significant. But what, specifically, should we consider
Read More