Tax planning is an essential part of financial management that can significantly impact your financial health. In this article, I will cover the basics of tax planning as well as discuss strategies to minimize your tax liability and maximize your savings. I will also link a few case studies showing how our advisors utilize tax planning with our clients. This ultimate guide to tax planning will help you navigate the complexities of the tax system and make informed decisions.
As tax season approaches, I wanted to share some valuable tips to help you navigate the filing process with ease and confidence. Whether you’re a seasoned taxpayer or filing for the first time, these suggestions can make a significant difference in streamlining your experience and potentially maximizing your refund or minimizing your tax liability.
Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
The first Exchange Traded Fund (ETF) was listed on the American Stock Exchange (Amex) in 1993 creating a new investor revolution and a big win for all investors.
I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to make a large donation to a charitable organization.
Fairness and honesty…I think these are things that most of us want in our daily dealings.
2020 will certainly be a year to remember (or forget). On the tax and retirement planning side of things it has presented us with some unique opportunities.
The main purpose of saving and investing is to accumulate enough assets that will both supplement your income and allow you to maintain a comfortable lifestyle in retirement.
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into law.
Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them.
Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions.
On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey.
As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement.
In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code.
You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without his estate in order.
As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.
We are often asked by our clients how their property will be taxed upon their deaths.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
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I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
