6 Reasons to Talk To Tax Professionals Before Using Online Tax Tools
Filing taxes can be a daunting process. Learn why talking to an experienced tax professional before using online tax tools can maximize deductions.
Sequence-of-Returns Risk in Retirement
Sequence risk can affect the newly retired. Learn how to protect against it.
Municipal Bonds vs. Treasury Bonds: Which to Choose?
Municipal bonds or Treasury bonds? Which one would fit in your portfolio?
5 Ways to Maximize Your Tax Refund in California
Learn strategies to maximize your California tax refund such as optimizing your deductions and credits, making charitable donations, and more!
3 Ways Tax Projections Can Help You Grow Your Wealth
A well thought out tax plan includes tax projections done years in advance, which could help you save money, discover opportunities & grow your wealth.
How to Use QCDs as a Charitable Giving Strategy
A qualified charitable distribution can benefit your favorite charity and help you save on taxes.
IRA Guide: Which One Is Right for You?
Tax now or tax later? There are key differences between a traditional IRA and a Roth, and the timing of your tax break is one. Learn whether these IRAs may help fulfill your financial goals.
Why You Shouldn’t Align Your Investments with Your Politics
Here’s why mixing investments with politics doesn’t work.
Do You Have to Pay Taxes on Property or Monetary Gifts?
Thinking about gifting money or property to your loved ones this year? Consider how doing so may affect your taxes.
6 Tax-Smart Ways to Start a College Fund for Your Child
Starting a child college fund pays for tuition and offers tax deduction benefits. Learn how to save money and how to choose the right plan (529, ESA, Roth)!
What Investors Can Do in A Bear Market
Even though we’re in a bear market, there are still steps investors can take to protect their portfolio.
Planning for Three Common Risks in Retirement
Retirement risks are more common than you think. If you’re affected by something unexpected, here’s how to navigate.
