Tax & Estate

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  • Mar 2 2022
    black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
    How Can I Prepare For Tax Season?

    Truth is, most of us don’t understand the tax code. As tax season quickly approaches, here are some suggestions that might help your planning process.

  • Jul 2 2021
    Let’s Talk Wills and Living Trusts: What’s the Deal?

    Estate Planning can feel overwhelming. Work with your team of trusted, fiduciary advisors to create the best plan for you and your family...

  • Mar 1 2021
    couple sitting on couch and smiling at IRA form
    How Can I Ramp Up My IRA in 2021?

    As we head into another tax season, don’t overlook your IRA. Here are some easy and practical ways you can ramp up your IRA in 2021....

  • Feb 1 2021
    Should You Pay Someone to Do Your Taxes?

    Filing your taxes can be complicated and overwhelming. Consider if hiring a professional is a better option than filing your tax return yourself...

  • Feb 6 2020
    Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

    Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.

  • Dec 2 2019
    family of four reading a book around a christmas tree
    How Can I Give More to My Loved Ones and Less to the IRS?

    How can I give more to my loved ones and less to the IRS? Let’s learn from hypothetical Mike & Donna. These examples apply to those working and retired.

  • Apr 4 2019
    Direct Transfers vs. 60-Day Rollovers – Which is Better?

    Eventually, you may want to transfer money from a retirement plan to an IRA. You can either choose a direct transfer or a 60-day rollever. Which is better?

  • Mar 27 2019
    5 IRA Contribution Rules that Might Surprise You

    It’s that time of year again! The deadline to file your taxes is just around the corner. Here are 5 IRA contributions rules that you might not know about...

  • Mar 15 2019
    Income Tax 101: What’s Taxable?

    As you prepare your tax returns, it’s helpful to have a good understanding of how you are being taxed. Here is the breakdown on what's taxable...