In one of his fables, Aesop’s coined the phrase “leave well enough alone.” Though his commentary and usage of the phrase centered around a fox and a hedgehog, the expression is well-suited for the new proposed changes to the SECURE Act that will impact distributions to IRA inheritors. ... Read More
All those year-end tax-planning issues! You only have a few more days to wrap up your tax savings. What do you need to know before saying goodbye to 2021? ... Read More
As you hit the retirement milestone, one of the items you'll likely need to address is enrolling in Medicare. Medicare has many complexities and the calculation of premiums that you will pay is one o... Read More
Have you been told you aren't eligible to make Roth IRA contributions? Your income may be above the thresholds to contribute directly to a Roth account. However, that may not be the end of the story.... Read More
“Uncertainty is the only certainty there is.” It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the midst of a presidential transition, often accompanied by change across many spectrums. Political campaigns are riddled with promises and assurances, yet what […]... Read More
"Uncertainty is the only certainty there is." It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the mids... Read More
Running a small business isn't easy! In fact, it's extremely difficult. As an owner, every decision, big or small, seemingly runs through you. Whether it be which payroll company to use or who to hire... Read More
Will your income tax go up or down in the future? If you believe it will increase, chances are you think there is nothing you can do about it. Wrong! Consider these strategies to pay tax at a lower rate today in order to reduce the possibility of a greater tax impact in the future. […]... Read More
We are living through unprecedented times. It’s unclear when we will be able to return to some semblance of normalcy, which has led to fear and outright panic. So, how do you financially plan through... Read More
It’s that time of year again! No, not the holidays. I’m talking about “open enrollment” for your group health insurance. If they haven’t already, your company’s benefits department will be reaching o... Read More