Confused about the SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
Know the Benefits of Sending Your RMDs Straight to a Charity
There are many ways to give back during retirement, but one way is to donate your required minimum distributions (RMDs) directly to a charity.
5 Tax Tips for Small Business Owners
2022 has been a challenging year for small business owners. Here are five things small business owners can do to prepare for tax season.
After Your Spouse Has Passed: Your Financial Guide
What are the financial considerations a widow may encounter? Here is information to help navigate your finances after a loss.
Tax Credits and Ebikes. Time to Get Out and Ride!
An exciting piece of the Build Back Better bill for those who enjoy the outdoors or are looking for alternate transportation is the proposed refundable 30% tax credit for certain types of ebikes costing up to $4,000. Ebikes are a good alternative to electric cars and electric buses as a carbon-neutral transportation option.
Preparing Your Adult Children to Inherit Wealth
Three steps you can take to prepare and empower your adult children to inherit generational wealth and make the most of your bequest.
3 Hidden Costs of Waiting Too Long to Start Your Estate Plan
Don't wait until it is too late to start your estate plan. Here is a guide to the potential drawbacks of waiting too long.
Are Capital Gains Taxes Changing?
There are a lot of questions about the Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
Estate Planning Awareness Month: Rethink These Estate Strategy Myths
You may have heard some assumptions surrounding estate planning, but we’re here to help debunk a few popular myths.
Required Minimum Distributions for 2021: Here’s What’s Changing
Due to the CARES and SECURE Acts, the rules for RMDs changed in 2021. This summary will show you how.