Plan for tomorrow, todayThat seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. Nobody
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Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have
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Why sell shares when you can gift them as a charitable contribution? If you have appreciated stocks in your portfolio, you might want to consider donating those
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I have likely spoken to thousands of 401(k) participants over the past four to five years, in either group meetings or in one-on-one review meetings. The
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Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may…
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Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or
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How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more…
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As you climb the corporate ladder, the financial rewards can be lucrative. It can also present some unique challenges for your overall wealth plan. What is the
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Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as
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By: P. Lewis Robinson, CPA 1. Due Date of 2020 Federal Income Tax Returns: The Treasury Department and Internal Revenue Service announced that the federal
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The year 2020 was one of the most eventful in recent times, and the changes to the rules that govern retirement accounts were no exception. One of those changes
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Who among us wants to pay the IRS more taxes than we have to?1 While few may raise their hands, Americans regularly overpay because they fail to take tax
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