As the leaves change and pumpkins appear on porches, it’s also time to think about year-end tax planning. While the word “taxes” may sound scary, the truth is
Most of us spend decades working hard and building our savings. This phase is often called the accumulation stage, or the time when you’re growing wealth
We’re here to help you cut through the noise and focus on what matters, especially when policy changes could impact your financial life.
The newly signed tax and
As we transition into 2025, a number of financial changes may impact individuals and households. From adjustments in Social Security benefits and retirement
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
Dear Julia,
I just filed my taxes for 2016 and am planning to clean out my old files. What records should I keep, and what can I safely toss? --Buried in
Despite all of the news we have heard about tax simplification, the current tax code still remains a complex combination of regulations, statutes, rulings and
