5 Tax Considerations to Keep in Mind
…as you prepare to file this year. Getting started. Gathering essential documents, such as 1099 forms, relevant receipts and proof of charitable donations, can help to ensure that you’re well-prepared…
…as you prepare to file this year. Getting started. Gathering essential documents, such as 1099 forms, relevant receipts and proof of charitable donations, can help to ensure that you’re well-prepared…
…skip the stress, hassle and embarrassment of waiting until — or even past — this year’s April deadline. That said, there are some pros and cons to consider. Prepare Accordingly…
…wisely. Income expansions come in many shapes and sizes. Whether you receive yearly raises, regular commissions and bonuses or an inheritance, a good rule of thumb is to take an…
…signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement…
…common strategy is to rebalance annually. 2. Another is to rebalance as needed: If you’re approaching retirement, for example, you may want to adjust your asset allocation to reduce your…
…comes to money matters. Finance Strategies If your retirement nest egg could use some extra security, keeping one paycheck (especially if employer-sponsored benefits are part of the equation) can make…
…into planning mode and make sure your financial house is in order. But, the ongoing pandemic and a changing political landscape may make uncertainty a common theme for 2021. How…
…puts more money in your pocket, you’re naturally inclined to treat yourself. But are you still finding the right balance between spending and saving for the future? Keep these guidelines…
…of creating a plan more confusing than it needs to be. Here are a few common — and potentially damaging — beliefs you should reconsider: 1. “A will is enough.”…
…Allow Greater Privacy One of the most common uses of a trust is to avoid probate, the court-supervised process of authenticating the last will and testament of the deceased. Probate…
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