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Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
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
15 Resources for Overwhelmed Caregivers
Studies show caregiving duties begin to take up more and more time as caregivers age. Fortunately, resources are available to help
Social Security and Coronavirus
If you have been laid off or face business downturns, you may wonder if you should claim Social Security now. These
Social Security for Divorced Individuals
If there is one key differentiator between baby boomers and their parents, it is the higher incidence of divorce. Americans over
Medicare and COVID-19-Related Health Care Costs
As the coronavirus continues to spread, be sure to review your health insurance to determine how you will handle out-of-pocket costs
