Should You Pay Someone to Do Your Taxes?

Filing your taxes can be complicated and overwhelming. You know the process—gathering paperwork, sorting through receipts, and crunching the numbers. Thankfully, there are a few ways to make this whole process easier. Consider if hiring a professional is a better option than filing your tax return yourself. Hiring a Pro: The bad news? You still  Read more ➝

family of four reading a book around a christmas tree

How Can I Give More to My Loved Ones and Less to the IRS?

“It’s the holiday season! How can I give more to my loved ones and give less to the IRS?” I could not agree more! Let’s learn from 2 of my friends (hypothetical Mike and Donna). These examples apply to people who are still working and those already enjoying retirement. Solutions for High-Income Earners Donna is  Read more ➝