by Kevin | Aug 9, 2021 | Taxes
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to one professional for...
by Kevin | Jul 12, 2021 | Healthcare, Retirement Planning, Taxes
People are retiring differently today than in the past – just think, will you retire exactly like your parents did? Probably not. Retirement is no longer about the end of a career; it’s about the beginning of a new, often quite active phase of life that could...
by Kevin | Jun 28, 2021 | Estate Planning, Federal Reserve, Taxes
Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several...
by Kevin | May 3, 2021 | Retirement Income, Retirement Planning, Taxes
The Biden administration has already spent $1.9 trillion on COVID relief and has plans to spend trillions more on infrastructure projects, Medicaid expansion, education, and climate investments. In order to fund these projects, the administration has proposed...
by Kevin | Apr 12, 2021 | Financial Planning, Retirement Planning, Taxes
Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents,...
by Kevin | Apr 9, 2021 | Fraud Protection, Taxes
Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole new world of criminal activity. While there’s not much we can do to stop these threats...
