Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here are 3 ways you can take control of your taxes if you claimed unemployment benefits this year.