Learn how to support seniors’ financial success and continued independence by reading our blog articles.
As you age, tax season continues to be the one annual event that you spend the rest of your year preparing for. When it’s time to file taxes, it’s best to have what you need at your fingertips – and … Read More
A trust may take effort and time to plan, but it can be worth it for individuals who are planning a will or retirement or who want to manage family wealth. If you’re on the fence about trusts and how … Read More
Doing your own taxes may seem like a good idea, but if done incorrectly, you could run into trouble. Misinformation may lengthen the time it takes to receive your tax refund. When it comes to tax filing for seniors, you … Read More
If you’ve ever written a will or begun the process, you have likely heard the word: probate. It’s not always a word with bad connotations. In some cases, it may even be helpful. The team at Marcia Campbell, CPA is … Read More
Tax season is officially here. January 24th, 2022 marked the first day that the IRS will be receiving tax returns for 2021. With an earlier start date than last year, eager folks are beginning to prepare their tax returns sooner … Read More