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Overlooked Tax Breaks & Deductions for the Self-Employed

Your business’s success is in your hands when you're self-employed, so you need to be knowledgeable about and take advantage...

Stopping Identity Theft Especially During Tax Season

The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understanding your exposure...

Avoid Costly Retirement Surprises

“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose....

Retirement Options for the Self-Employed

This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed...

A Biden Victory – What Does That Mean for Me?

All 50 states and the District of Columbia have now certified their presidential election results, and President-Elect Joe Biden will drive...

Top Tips to Prepare for Tax Season

Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing...

Retirement Surprise: Your Tax Bill Might Increase

Did you know it’s possible for your tax bill to go up once you retire? One possible reason: A portion of...

Social Security: What’s New For 2021

The Social Security Administration (SSA) recently announced that the 2021 annual cost-of-living adjustment (COLA) for benefits will be 1.3%. That's...

Your 2021 Savings Strategies for High-Income Earners

Go beyond maxing out your employee 401(k) to find the opportunities that could save you your hard-earned cash when it...

Will Your Credit Card Interest be a Tax-Deduction This Year?

Are you wondering if you can deduct your credit card interest this tax season to move to a lower tax...

Gifting with Tax Purposes in Mind

In addition to the emotional high that giving to those you care about brings, giving can now also be a...

Hybrid Coverage – Life Insurance Plus Long-Term Care Insurance

Consider this: about 70% of Americans will require long-term care, long-term care facilities cost between $80,000-$150,000 annually, and the average...

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