What the SECURE Act Means for You
What the SECURE Act Means for You As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After […]
Continue reading ›How to Conquer your Financial New Year’s Resolutions
2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]
Continue reading ›Tax and Financial Planning Year-End Tips
Tax and Financial Planning Year-End Tips With the end of the 2019 quickly approaching, the clock is ticking even louder on certain financial moves you may need to make before the end of the year. There are several tax strategies that may be worth exploring to save those extra tax dollars. Here are some […]
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Where Your Tax Refund Should Go
While it may be tempting to spend your tax refund on a weekend getaway, there could be better ways to utilize that extra cash. You could start an emergency fund, pay off a credit card, or even donate to your favorite charitable cause. Before you decide where the money will go, consider the following ideas […]
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Jointly or Separately: How Should Married Same-Sex Couples File Taxes?
With tax filing just around the corner, many new same-sex couples are asking whether or not they should take advantage of simplified joint filing or file separately, as they did before marriage. While it may seem easier, filing jointly could actually result in higher taxes! It’s best to examine your circumstances and then consult a […]
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