Tax Planning
Blog Category - Tax Planning
You’ve probably noticed it at the bank. That CD rate that was practically zero for years? It’s finally offering something decent. Your savings account might even be paying a little…
View the Full ArticleYou checked your 401(k) balance in January and felt pretty good. But now it’s almost July — and things feel different. Maybe that spring trip to visit the grandkids ran…
View the Full ArticleYou’ve done the hard work—built your savings, paid off the mortgage, and prepared for a retirement you’ve earned. But as life shifts into this new phase, one financial tool often…
View the Full ArticleFor decades, you’ve put everyone else first. You were the one who stayed up with sick kids, who managed the house while balancing work, who cared for aging parents without…
View the Full ArticleThat washing machine you thought would last another five years just flooded your basement. Your daughter called asking for help with an unexpected medical bill. The roof is suddenly leaking…
View the Full ArticleDon’t Let Tax Day Catch You Off Guard Tax Day is here, and if you’re still sorting through forms, wondering if you missed something, you’re not alone. Taxes in retirement…
View the Full ArticleYear-End Financial Checklist: 10 Essential Steps to Protect Your Retirement Goals The end of the year is more than just a time for celebration—it’s an opportunity to take control of…
View the Full ArticleThe Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…
View the Full Article2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…
View the Full ArticleLet’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…
View the Full Article