Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property
Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and
In 2017, the passing of the Tax Cuts and Jobs Act (TCJA) offered many different taxpayers a variety of benefits including changing deductions, depreciation
One of the more important—and hopefully enjoyable—events you will face in life is retirement. After spending many years building your career, you have likely
The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing
In the ever-evolving world of finance, staying abreast of economic indicators is crucial for investors looking to make informed decisions. One such key
Some may fastidiously plan the path they want their assets to take but not give their beneficiary information the attention it needs and deserves. Designating
As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between
A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making
It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard
