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...
Investing, Retirement Planning, Tax Planning
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can work in your favor at tax time. Tax loss harvesting is a strategy that uses investments that have gone down in value to help lower your tax...
Health Care, Retirement Planning, Tax Planning
For most people, saving for retirement starts with an employer plan like a 401(k) or 403(b). Savvy investors also explore Roth IRAs and even backdoor Roth contributions to grow their wealth. But one tool often gets overlooked: the Health Savings Account (HSA). ...
