Estate Planning Tips to Avoid Excessive Taxation, Part 2

In last week’s blog, we pointed out that the more your estate is worth, the more likely it is that the IRS will audit your return. The last thing you

The Keys to Financial Success May Be Embedded in Your Personality

We’re conditioned to believe that financial success is the result of education and hard work. Sometimes, we imagine, luck even comes into play. But researchers say there are actually more

One Easy Way to Save Thousands in Taxes

Contributing to a tax-advantaged retirement account is one of the best ways to reduce your federal income tax liability while also preparing for a stable future. But once you reach

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