Between industry news and personal experience

The tax season is officially here. If you haven't already, now is the time to get prepared.

We hear a lot about inflation rates, but do you know how inflation is calculated? Interestingly enough, that’s a pretty simple formula that economists use! Find out how here.

Donor Advised Funds (DAFs) have emerged as a versatile and tax-efficient method for philanthropy in today's charitable landscape, allowing donors to contribute assets and receive immediate tax deductions. These funds grant donors flexibility, privacy, and the potential for investment growth while facilitating strategic and multi-generational giving, making them a valuable tool for individuals and organizations seeking to create a lasting impact on their chosen causes.

Knowing how your Social Security benefits will be taxed is an important part of planning for retirement. Learn more about Social Security benefit taxation here.

Explore the pivotal moments when enlisting a financial advisor becomes essential, from navigating life transitions to optimizing taxes, and discover how their expertise can significantly enhance your financial well-being.

Municipal bonds, or "munis," offer tax-efficient income and stability, making them an attractive addition to investment portfolios seeking diversification and reduced tax burdens, with their predictable income stream and relatively low risk being especially beneficial during economic uncertainty.

The Backdoor Roth IRA offers a workaround for individuals with incomes exceeding Roth IRA limits, providing a unique opportunity for tax-free growth potential in retirement savings through a two-step process involving Traditional IRA contributions and Roth conversions.

#EstateTax is set to return to pre-2018 levels in 2025. Is your strategy prepared for possible changes?