5 Year-End Moves to Help Retirees Trim Their Tax Bill
The end of the year is a great time to start thinking about next year’s tax bill. Here are some strategies on how to reduce what you will owe Uncle Sam.
First Time Home Buyers
Qualified Opportunity Zone Investing 101
This type of real estate investing offers significant tax breaks on capital gains for the right investors. Could that be you? Check out this case study to see how it works.
7 Things Medicare Doesnât Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here’s a closer look at what isn’t covered by Medicare.
An RMD Deadline is Looming â And Missing It Could Cost You Big Bucks
If you’re age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
When Mother Nature Hands You a Catastrophic Insurance Claim
Your house is a wreck, but unless you know how to handle yourself throughout the insurance claims process, the disaster might just be getting started. Here are six common mistakes homeowners make during this critical time.
Donât Overlook these 3 Elements to Your Plans for an Amazing Retirement
For years youâve focused on your career and saving for retirement. In doing so, you may have lost sight of the big picture of what your ideal retirement would look like â and how you might make it happen.
Why Inheriting Money May Not Solve Your Problems
Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesnât happen.
Tax-Efficient Tips for 2021âs Charitable Giving Season
With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
Whatâs Stopping You from Making the Jump to a New Career?
From procrastination to negative thoughts to paralyzing fear, here are 11 things that hold people back from taking a chance on a fresh start. Check the list to see if youâre letting the wrong things keep you stuck.
Child Tax Credit Payment Deadline: Get Up to $1,800 Per Child If You Act Now
There’s not much time left for people who normally don’t need to file a tax return to sign up for an advance child tax credit payment.