Don’t Waste Your Financial Potential!

In between busy work weeks, paying bills, buying groceries, and planning your next vacation, it’s easy to become so busy that you forget something very important: You are among the

What You Need to Know About Qualified Charitable Distributions

Each year, you enjoy giving to charitable organizations, and you also enjoy earning a valuable tax deduction. In some years, you might have appreciated an easier method of making those

3 Ways Investments Can Minimize Your Tax Burden

When you think about your largest expenses, things like your mortgage or car payment probably come to mind. But for most people, their federal and state income taxes actually consume

How Brexit Might Impact Us at Home

  On June 23, Britain voted to leave the European Union. As we all know, markets usually respond negatively to uncertainty, and that rule played out in the wake of

How to Protect Your Money – From Yourself

As you age, it is normal to experience a certain amount of memory loss, even as early as age 45! But in some people, the problem quickly develops far beyond

Tips for Preventing an Income Tax Audit

There’s only one thing you dread more than filing your taxes; every year a small percentage of tax returns are audited by the IRS, and you fear that you could

How to Break the High Income Curse

The idea that higher income equals greater long-term wealth is a common misconception. If earning a high income automatically guaranteed permanent wealth, 78 percent of NFL players wouldn’t file for

Maximize Your Tax Strategy

High-income earners face special challenges of their own. Perhaps the largest of these challenges is income tax. The higher your tax bracket, the higher percentage of your income you will

What is the Marriage Tax Penalty?

Most people consider marriage a good thing. After all, we’re social creatures who need companionship, and some medical researchers even believe marriage is related to longer and healthier lives. Tax