Tax Preparation vs Tax Planning: Which is Right for You?
Tax season is among us. Many people are starting to gather all the documents for deductions and...
Read More
Category: Taxes
Taxes: How Did We Get Here?
As Americans, we are deluged by taxes. From taxes on income, investments and gifts to business...
Read More
How to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns....
Read More
The Best Retirement Tax Workaround
As Bill Archer once said, “we must care for each other more and tax each other less.” Nothing is...
Read More
The Four Biggest Mistakes a Retiree Can Make
You only get one retirement. It sounds obvious but it’s an important reminder. It means you only...
Read More
The Top RMD Strategies
The Required Minimum Distribution (RMD) is your retirement plans’ reckoning with the IRS. When you...
Read More
Funding Your Grandchild’s Education: 529 vs Cash
You have a grandchild—congratulations! Whether you’re a new grandparent or have been one for...
Read More
The 2020 Presidential Election and Your Taxes
With the election results pending this week, you may be wondering how the results will effect your...
Read More
Retirement Income Road-Mapping for a New Era
Whenever you go on a journey, you make sure to map out your path ahead of time. Along the way you...
Read More
Create YOUR Ideal Retirement Strategy
Across the country, people are saving for that “someday” called retirement. Someday, their careers...
Read More
Your Extended Care Strategy
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year...
Read More
Estate Planning Checklist
Regardless of how far along you are in your planning, you’ll want to cover all aspects of your...
Read More
