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Tax Scams are on the Rise This Tax Season
The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season. According to the IRS, thousands of ... -
5 Wise Ways to Use Your Tax Refund
The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this year with nearly 115 million ... -
How To Avoid The Most Common Mistakes Made by Small Business Owners
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ... -
Is a Roth 401(k) Better than a Traditional 401(k)?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a report from The Plan Sponsor Council of America suggests that 70 percent 401(k) plans ... -
Rebalancing After the Rally – Is it Time to Review Your Allocations?
Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ... -
Cash Balance Plans – How Business Owners Can Supercharge Savings
According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
6 Mistakes to Avoid When Considering Divorce
For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved. While it may not make sense to stay in a ... -
Take Advantage of Tax-Loss Harvesting Opportunities in 2020
2020 has been a turbulent year for the markets and our economy. From concerns regarding the economic and social impacts from Covid-19 to fears over the upcoming election, volatility has ...
