Category: Uncategorized

It always pays to plan ahead! And in terms of a health savings account (HSA), your planning actually does double-duty. You’re not only building a stockpile of savings for possible healthcare expenses down the road. You’re also working to ...

While regular tax planning is crucial for any taxpayer, there are certain scenarios that can really put you at financial risk. Looking ahead to what the tax season might bring can give you a leg up. To keep your ...

The rush of our day-to-day lives can often mean we forget one detail or another. Then there’s also the chance of getting surprised with an entirely new dilemma. When it comes to the IRS reaching out to you, though, ...

There are times in life when we’re presented with opportunities to financially help our loved ones. But the tax code can also trip people up! When you have a generous spirit, it’s important to protect your own best interests ...

October is arguably the busiest month for weddings, and it’s always fun to celebrate with friends and family. And obviously, there are endless benefits that come with tying the knot. Unfortunately, in terms of the tax code, married couples ...

Whether it’s digital records saved on the computer or an overflowing filing cabinet, we’ve all gathered a lot of documents over the years! Some items might be necessary anymore. Yet others are still important and need to be kept ...

We’re seeing the market value of homes rising all across the country. That means we can also expect higher property tax values on the horizon. But if you understand the implications now, you might be in a better position ...

We all know that raising children is expensive. And although it’s definitely rewarding in its own ways, it’s not uncommon to run into some financial bumps over the years. Claiming the tax credits for your family can help offset ...

Practicing good discipline and planning for the future with your mutual funds is always smart. But it’s a complicated process. Working with an experienced and trusted advisor can make a big difference in reaching your goals. Along the way, ...