Financial Planning, Investing
Are you looking to invest your cash but don’t know where to start? Have you been trying to decide whether to invest in money markets, CDs, or keep your cash in a savings account? When it comes to investing your cash, there are a variety of options available. It...
Financial Planning, Resource, Retirement Planning
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on December 29, 2022, you will find nearly 400 pages devoted to the second version of the Setting Every Community Up for Retirement Enhancement Act...
Financial Planning, Tax Planning
Making a considerable salary is a great achievement, but often the question at the back of most high earners’ minds is if they are taking advantage of their income. When you reach a certain level of income and wealth, there are mistakes you want to avoid and...
Financial Planning, Tax Planning
The tax picture for 2022 looks a little different than 2021. On top of several of the COVID-related tax provisions having expired, The Inflation Reduction Act of 2022 has also made a variety of changes that impact 2022 taxes. Extended Green Provisions in the Inflation...
Financial Planning, Tax Planning
With the end of the year comes preparation for taxes. You probably know that you can get an income tax deduction for a gift to a charity if you itemize your deductions, but there is a lot more to charitable giving. For example, you may be able to give appreciated...
Financial Planning, Tax Planning
The tax picture for 2022 looks a little different than in 2021. On top of several of the COVID-related tax provisions having expired, The Inflation Reduction Act of 2022 has also made a variety of changes that impact 2022 taxes. 2022 Inflation Reduction Act A major...
