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7 year-end tax tips for Individuals
The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was put into their Cyber-Monday shopping ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
Year-end Tax loss harvesting may help reduce tax liability
2015 has been a turbulent year for the markets. From concerns about economic slowdowns in China to fears over the Federal Reserve ending their accommodative policies, volatility has entered back ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ... -
New Roth conversion strategy may help retirees minimize taxes
Taking advantage of pre-tax retirement savings within a 401(k) or similar account is a great way to reduce your current taxable income while socking away funds for the future. With ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management. From investment ... -
Worst states to die from an estate tax perspective
Fewer estates are subjected to the federal estate tax than ever before. The Brookings Institute estimates that only 1 in 700 taxpayers end up paying any federal estate taxes. Unfortunately, ... -
Strategies to minimize investment tax liability
As taxpayers wrap up their returns for 2014, many have been faced with paying higher taxes on their investments. The run-up in the markets over the last few years has ... -
7 financially savvy ways to use your tax refund
Year after year, taxpayers continue to overpay the Internal Revenue Service. In fact, statistics from the IRS show that almost 80 percent of U.S tax filers receive a refund check ... -
5 commonly missed tax breaks that can save you money
It is that time of year again: Tax time. W2s, 1099s and other assorted tax documents have begun to pile up as Americans prepare to file their returns in the ...
