Category: Taxes

Secure Act 2.0 (The sequel) The world of retirement planning has seen a whirlwind of changes in the last few years and the trend continues ...

With tax season nearly behind us, now is an ideal time to share a copy of your federal and state tax returns with your financial ...

In addition to the unexpected health and economic surprises that 2020 brought, there were also many unique opportunities to make some unconventional changes to your ...

Trustee’s Cost: A One Time Shot to Use It or Lose It Know your options at retirement! If you plan to retire in the future ...

If you’re like me, you don’t enjoy paying more tax than necessary.  One area to occasionally review is your property taxes, and there’s still time ...

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...

During the past 25 years of providing financial guidance, I continue to be surprised by how many intelligent young professionals we see leaving money and ...

The Senate’s $2 trillion coronavirus-relief bill has several breaks for American workers and retirees. Below are a few of the highlights from the 2020 bill ...

Laws change and so must your strategies. Effective January 1, 2020, there are now 29 new provisions under the SECURE Act of 2019. Signed into ...