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How Does the Trump Retirement Security Executive Order Impact You?
Planning for retirement remains a challenge and statistics continue to show that many Americans are ill-equipped and unprepared. With that in mind, President Trump recently issued an executive order that ... -
Should You Consider a Donor-Advised Fund?
As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity. In fact, according to the 2017 Donor-Advised Fund Report from the ... -
The 5 Biggest Financial Mistakes Small Business Owners Make
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 29.6 million small businesses employing an additional ... -
4 Smart Ways to Invest Your Tax Refund
If you are expecting a tax refund this year, you are not alone. According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ... -
New Gift Tax rule applies for 2018
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
6 IRS audit red flags you cannot overlook
There are few things taxpayers fear more than an audit letter from the Internal Revenue Service. Despite the worry an audit can cause, the number of audits has actually been ... -
Tax Reform 529 Plans
New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents. In fact, according ... -
What to do if you are missing cost basis information
As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities. From tax loss harvesting to rebalancing and profit taking after ... -
Smart Money Moves to consider for 2018
If you find yourself considering resolutions for the New Year, you are not alone. From health and wellness to a full financial make-over, New Year’s resolutions are quite common. ... -
Should a Roth 401(k) be a part of your retirement savings plan?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a 2017 report from T. Rowe Price Retirement Plan Services suggests that 61 percent of ...
