It’s that time of year again and you have been collecting your documents for your tax return. Whether you prepare your own or have a tax preparer, here is a handy guide to make sure you have everything you need… Read More
Reviewing Your Tax Return
Medicare Part D in 2025: How the New $2,000 Cap Helps You Save
Medicare Part D helps cover the costs of the prescription medications you need to stay healthy. But its different phases of coverage aren’t always easy to understand—including what’s known as the Medicare coverage gap or “donut hole.” It is important… Read More
Sunsetting the Estate Tax Exemption
Many people do not have to worry about heirs paying taxes on their estate. This is because the federal exemption amount is currently $13.61 million, meaning that your estate must be valued above that for any estate taxes to apply…. Read More
Small Business Retirement Plans
For small business owners and solo entrepreneurs, planning for retirement can often take a backseat to day-to-day operations. However, establishing a solid retirement plan is essential for both your future and that of your employees. With various options available, finding… Read More
Common Mistakes when Estate Planning
Estate planning can be a difficult topic, no matter your age. Most people do not care to think about the world continuing to spin when they are no longer on it. A recent study from Caring.com shows that two-thirds of… Read More
Mid-Year Tax Planning
Most taxpayers think about taxes twice a year: in December, the last month of the year to make certain tax moves; and in April, when tax returns are due. In this article, we discuss some things you can do partway… Read More
Financially Navigating Life Transitions
Life is a series of transitions, each with its own financial implications. From embarking on a new career to retiring after years of hard work, and from the excitement of marriage to the complexities of divorce, every milestone requires careful… Read More
What is Diversification?
You may have heard that diversification is a good strategy for investing. But what does it mean and why does it matter so much?In investment terms, diversification is a strategy that involves spreading investments across different assets, sectors, industries, and… Read More
Is Money Killing Your Romance?
In the United States, discussions about personal finance often seem to be plentiful in a broad sense – with talk shows, self-help books, and a fascination with tax loopholes and extravagant purchases. Strangely, however, these discussions become notably scarce when… Read More
Protecting Yourself with Good Online Practices
Online scammers continue to find new ways to try to gain access to your accounts. Protecting yourself online continues to be an important strategy to protect your wealth. Online scammers tend to use scare tactics and follow the path of… Read More