If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement […]
Read More5 Self-Employment Financial Mistakes
Investment Planning
New Changes in 529 Plans Bring Greater Value for Families
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle, helping families mitigate the burden of substantial educational expenses. As tuition rates continue […]
Read MoreA Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education, piles of student loan debt, and a high-earning occupation, they face a unique […]
Read MoreWhen Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to […]
Read MoreTax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared […]
Read MoreYear-End Tax Planning Strategies for Individuals
While the year started out with some uncertainty about potential tax law changes, very few of the proposed policies that may have impacted high income taxpayers were enacted. The Inflation […]
Read MoreYear-End Tax Planning Tips for Your Small Business
It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season, preparing budgets for next year, and of course, planning year-end tax strategies. Year-end […]
Read MoreIs a Recession on the Horizon? Here’s How to Prep Your Portfolio
This year has been a rollercoaster ride for investors. The market hit an all-time high on January 4, 2022, tumbled over 12% through mid-March, rallied back up over 8% to […]
Read MoreWhen Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for […]
Read MoreHow to Pay for College Tuition
For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend […]
Read MoreMaking Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what […]
Read MoreIs a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double […]
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