Taxes

Are you getting a tax refund this year? You might be thinking to yourself, “How can I best spend my lump sum?” But, maybe a better question to ask is how might

April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.

Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?

Given the complex tax situation many high-income earners face, start tax planning now while there is still time to make adjustments. These seven questions can

The new changes to the tax code are meant to increase taxes on the top earners through a variety of different methods. Perhaps the biggest change is a proposed

If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.

We tend to think about charitable donations around the holidays. It’s year end and your gift to a charity may be sparked not only by your desire to help others

​​​​​​​I know it’s a busy time. But it’s not too soon to start thinking about taxes.

There’s no doubt that it feels great to help someone in need through charitable giving. Here are some important things to consider when thinking about donating

Prior to 2020, when a non-spouse beneficiary inherited a traditional retirement account, that beneficiary was eligible for a planning strategy known as a