4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people [...]
How Will Social Security Benefits and Taxes Change Next Year?
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and [...]
3 Reasons Why Your Tax Burden Could Increase In Retirement
Most people assume that their tax burden will dramatically decrease in retirement once they stop receiving a paycheck, but this isn’t always true. [...]
Tax Day Finally Arrives
The revised tax day date, July 15th, is upon us, and there are several important things to note, whether you’ve filed already or [...]
Far-Reaching Effects of This Pandemic on Social Security and Taxes
Long after the restaurants and hotels are open again, the economic impact of the COVID-19 pandemic will still be felt by many individuals [...]
Tax Minimization in 2020 and Beyond
As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these [...]
3 Unprecedented Measures During the Coronavirus Pandemic
We're living in unprecedented times, and the government is taking unusual steps to mitigate the economic damage done by the coronavirus. Strict measures [...]
Should You Pay Taxes Now or Later?
No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are [...]
3 Ways a Financial Advisor Can Help You With Tax Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can [...]
Why You Might Need to Adjust Your Withholding
One truth becomes apparent at tax time: Taxes are complicated. Even if the tax code were to never change, your bracket, filing status, [...]