5 Biggest Tax Planning Mistakes
And How You Can Avoid Them Can you pay less tax? As you file your tax return for 2022, the ...
It’s a Bear Market – Should I Run?
Absolutely not. They say if you encounter a bear, you should never run away; rather stand your ground and stay ...
Qualified Charitable Distributions
What is a QCD? If you are over the age of 70 ½ and charitably inclined, a QCD (Qualified Charitable ...
3 Reasons Why You Should Choose a Fee-Only Financial Planner
Trust is the foundation of any strong relationship, and your relationship with your financial advisor should not be any different. ...
What should I know about Medicare?
If you are considering retiring soon or have already retired, it is important to have a health insurance plan. Many ...
The Silver Lining to Market Declines: Tax-Loss Harvesting
Business Concept It may sound crazy, but there can be some benefit to market declines. While no one ...
Considering a Roth Conversion?
financial analysis concept What is a Roth Conversion? Roth conversions are a way of transferring funds from a retirement ...
Coronavirus Relief for Small Business Owners
Recent legislation like the Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act have ...
What the CARES Act Could Do For You
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is an economic relief bill that is pumping $2.2 trillion into ...
Five Tips for Getting Through this Hard Time with your Sanity Intact
This crisis has hit everyone hard. Fortunately, we live in an advanced society where we can connect online to continue ...