What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your […]
November 2021
August 2021
How a Financial Advisor Can Help You Pursue Tax-Smart 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 be taxed, there are strategies to help minimize your overall tax burden before and […]
March 2021
5 Things to Know About COVID and Your Taxes
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the CARES Act (Coronavirus aid, Relief, and Economic […]
February 2021
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such as retirement, or became […]
December 2020
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 we love. It’s a busy time of year when finances can take […]
October 2020
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 a tax increase. While it’s very unlikely that the program will ever disappear, […]
September 2020
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. A high tax bill is one retirement risk to be aware […]
July 2020
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 not. While our tax bill might only be at the forefront of our minds […]
June 2020
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 and the country. During this time of widespread unemployment, less is […]
