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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, November 30, 2022

Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on a survey of approximately 4,000 colleges across the country.Over the past 20 years,...

Saturday, November 12, 2022

In late September 2022, the U.S. dollar hit a 20-year high in an index that measures its value against six major currencies: the euro, the Japanese yen, the British pound, the Canadian dollar, the Swedish krona, and the Swiss franc. At...

Tuesday, November 8, 2022

Monday, October 24, 2022

4 Year-End Tax Planning Tips to Use Now. Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to...

Friday, October 21, 2022

Retirement Legislation Awaits Further ActionLegislation that could benefit people with individual retirement accounts (IRAs) and workplace retirement plans is currently moving through Congress. The Securing a Strong Retirement Act of...

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Friday, October 14, 2022

Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Just in...

Friday, October 7, 2022

October is the kickoff month for financial aid. That's when incoming and returning college students can start filing the Free Application for Federal Student Aid (FAFSA) for the next academic year. The FAFSA is a prerequisite for...

Sunday, September 18, 2022

September is National Preparedness Month, part of an effort by the Federal Emergency Management Agency (FEMA) to raise public awareness and inspire disaster readiness. Most communities could be impacted by some type of natural disaster...

Tuesday, September 6, 2022

On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for additional student loan debt relief.Federal student loan repayment was originally halted in March 2020 at...

Monday, August 29, 2022

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is...

Monday, August 8, 2022

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and...

Friday, July 22, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Wednesday, July 6, 2022

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is    a major concern.1 Social Security isn't in danger of going...

Thursday, June 16, 2022

During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered their worst performance since 1970.1 The S&P 500 continued to tumble, and the benchmark index descended into a bear...

Friday, June 10, 2022

Start Building Your Wealth Now, See Resultsin the FutureBuilding your wealth isn’t something that will happen overnight. It’s with time, dedication and creating healthy habits that you’ll be able to increase your nest...

Friday, June 3, 2022

Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level...

Thursday, May 19, 2022

Friday, May 6, 2022

Tuesday, May 3, 2022

Monday, May 2, 2022

Friday, April 15, 2022

Friday, April 1, 2022

Tuesday, March 8, 2022

Are You Using Your Losses to Your Advantage? What is tax-loss harvesting? Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different...

Tuesday, February 8, 2022

Tax Planning for the Self-EmployedSelf-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own...

Monday, January 10, 2022

Tax Credits vs Tax Deductions Which is Better For You? No one wants to pay more taxes than they have to. In the past, you’ve probably relied on tax credits and deductions to help you pay fewer taxes, but which one is more...

Friday, December 3, 2021

USE THESE YEAR-END TAX PLANNING TIPS Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to...

Monday, July 19, 2021

Corporation liable for payroll taxes on wages IRS determined it should have paid to officers Hacker, TC Memo 2021-86 The Tax Court has held that two corporate officers were employees of a corporation they owned and that the...

Saturday, April 17, 2021

Protecting the people nearest and dearest to us is something we all want to do. It’s why we purchase health and life insurance, save diligently for retirement, and ensure important legal documents (like a will or trust) are in...

Friday, February 5, 2021

You've probably heard that IRS will be making millions of ''economic impact payments'' (also called ''recovery rebates'') soon to help people stay afloat during this time of economic uncertainty related to the COVID-19 crisis. These...