How Bunching Expenses Can Enable Taxpayers to Continue to Itemize

In response to the significant changes to the tax deduction rules under the Tax Cuts and Jobs Act (TCJA), many... View Article

FAFSA: Don’t Leave Money on The Table

When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify... View Article

Draft a Retirement Wish List for Your Financial Adviser

Before your first visit, most financial professionals will ask you to pull together a lot of paperwork. They’ll want to... View Article

Facing the Possibility of Incapacity

Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity... View Article

Giving Your Card a Charge

According to The Federal Reserve more than 174 million Americans have credit cards. The average credit card holder has at... View Article

IS THE ROTH 401(k) RIGHT FOR ME?

The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan that employers... View Article

Building a Solid Asset Protection Plan

Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts... View Article

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney... View Article

Will Trade War Lead to More Market Volatility?

Presented by Kevin Moore and Jake Rivas On July 26, 2019, the S&P 500 peaked—but it has since dropped by... View Article

Mental Health Benefits

When you think of health insurance, you probably think of coverage for prescription drugs, visits to the doctor, hospital stays,... View Article