If you’re hoping to retire soon, you need a plan and a partner. Going into retirement unprepared, can have damaging effects on the retiree’s health, finances, and future. With professional assistance, you can get organized and prepared so that you … Read More
Discussing retirement and finances with your aging parents isn’t always easy, but it is a necessary conversation to have. Families need to have a general understanding of their parents’ financial standing. It’s important to know if your parents will have … Read More
Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the scammers are working at full throttle to steal your money. Phone calls and phony tax … Read More
One of the most significant changes brought about by the Tax Cuts and Jobs Act (TCJA) last year was the elimination of certain personal itemized deductions. Starting this year, and continuing through 2025, taxpayers will no longer be able to … Read More
Need some more time to get that 1040 filled out and signed? There are certain circumstances in which a person is not able to or willing to meet the April 15th deadline. In this case, there is an opportunity for … Read More