Blog/Vlog
The Wise Path to Retirement: 4 Benefits of Paying Debt
As we navigate the intricate landscape of retirement planning, one often underestimated aspect plays a pivotal role in securing a serene financial future—paying off debt.
Navigating the Future: Balancing AI Advancements with the Human Touch in Financial Planning
In the ever-evolving landscape of financial planning, the integration of artificial intelligence (AI) has brought about numerous benefits, promising efficiency, accuracy and tailored solutions. However,
6 Steps to Year-End Tax Planning
Year-End Tax Planning As the end of the year approaches, it’s time to make sure that you minimize taxes so your tax liability is as
Financial Security Awareness
Recently, the Internal Revenue Service, state tax agencies and the nation’s tax industry – working together as the Security Summit – kicked-off the 8th National Tax Security
Why You Want a Fiduciary as a Financial Advisor
Interested in maximizing your retirement income? Want to grow your assets? How about optimizing your tax planning? Need protection in case of a healthcare catastrophe?
The Dos and Don’ts of Choosing a Tax Preparer
Tax season is off and running! For some, filing taxes is as simple as hunkering down in front of the computer with do-it yourself tax
Reminders for the 2022 Tax Season
The new year is here, but we aren’t leaving 2022 behind just yet! It’s time to brace ourselves for the 2022 tax season. According to
Resolving to Get Financially Smart in 2023? Here’s How
Can you believe that 2023 is just weeks away? While it may be wise to take care of some year-end financial tasks if you haven’t
5 Financial Moves to Make Before the End of 2022
With the end of 2022 on the horizon, it’s important to remember that financially, we are living in uncertain times with inflation, volatility and unpredictability.
Tax Advantages of Opening a Donor-Advised Fund
Donor-advised funds are a form of charitable giving rapidly rising in popularity. According to the National Philanthropic Trust, 2020 marked over 1 million active accounts,
Tax Changes from the Inflation Reduction Act of 2022
We cannot let a year go by without changes to the income tax regulations. The new Inflation Reduction Act of 2022 brings a number of
5 Changes to Medicare from the Inflation Reduction Act
The Inflation Reduction Act of 2022, recently enacted into law, will bring sweeping financial reforms to make life more affordable for the everyday American. One
