Hiring This Summer? You May Qualify for a Valuable Tax Credit
Is your business hiring this summer? If the employees come from certain “targeted groups,” you may be eligible f...
Read MoreUpdates
RECENT NEWS
You Have Options When Addressing Life Insurance in Your Estate Plan
Life insurance has long provided a source of liquidity to pay estate taxes and other expenses. But, with the estate ...
Read MoreFinding Money to Pay College Bills Out of Pocket
You've saved for your child's college education through the years, helped your child research schools, and supervised ...
Read MoreHow to Minimize or Eliminate Capital Gains Tax Liability with Opportunity Zones
Let's talk about capital gains - and how you may not have to pay any tax at all on some of your capital gains. Sound g...
Read MoreCould You Unearth Hidden Profits in Your Company?
Can your business become more profitable without venturing out of its comfort zone? Of course! However, adding new p...
Read MoreThinking About Moving to Another State in Retirement? Don’t Forget About Taxes
When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved one...
Read MoreChoosing a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life...
Read MoreSocial Security Is an Important Component of Retirement Planning – Set up Your My Social Security Account Access Now
We encourage all of our clients to go to www.ssa.gov and to set up a my Social Security account. The account set-...
Read MoreMutual Funds: Building Blocks for a Retirement Portfolio
Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. ...
Read MoreSelling Your Home? Consider These Tax Implications
Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers...
Read MoreShould Your Health Care Plan Be More Future-Focused?
The pace of health care cost inflation has remained moderate over the past year or so, and employers are trying to k...
Read MoreLeaving Your Job? Your Retirement Savings Plan Options
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(...
Read More