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Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
11 Ways to Minimize the Bite from Medicare Taxes
Here is what you need to know to navigate the 3.8% surtax on unearned investment income and the 0.9% additional tax
Understanding Guardianship for Older Adults
One day you may find yourself involved in guardianship proceedings for an elderly parent or relative. Here’s an overview of what
What You Need to Know About Disability Benefits
Most of us probably hope that we will never need disability benefits. But for those who qualify, they can be an
10 Common Medicare Questions Answered
Medicare is more complicated than most people think. Here are ten of the most common questions that come up on Medicare.
Breaking Down a Tax Return: What Every Advisor Should Know
By Debra Taylor, CPA/PFS, JD, CDFA Reviewing clients’ tax returns is a great way to provide a service that is hard
What You Need to Know About Disability Insurance
Most of us probably hope that we will never need disability benefits. But for those who qualify, they can be an
How to Get Tax Savings on Charitable Contributions After 2018
Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts—even
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to
Top 10 Rules to Know About Qualified Charitable Distributions
If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10
