Planning

If you or a member of your household is a college student or returned to school for additional training in the past year, there are important tax considerations to discuss with your CPA as you [...]

About 40 percent of U.S. households – nearly 50 million – own individual retirement accounts (IRAs), which provide tax-advantaged options for saving for your retirement years. Be sure to avoid [...]

Could your business bounce back if a disaster occurred? A minimum of 25 percent of small to mid-sized businesses that close temporarily due to a natural or other disaster ultimately never reopen, [...]

Recently, the Treasury Department announced inflation-adusted contribution limits for retirement accounts for 2015. The good news is that contributions were increased for 401(k), SEP-IRA and [...]

With student loan defaults at historic highs, students and their parents need to understand the ramifications of defaulting on a student loan. Parents need to think carefully about co-signing for [...]

Did you start the beginning of the year by making smart resolutions to get your finances in order in the coming months? Now that the year is half over, it’s a good time to review how you’re [...]

Let’s face it, today’s challenging economy can be very stressful for seniors or those who are rapidly approaching their golden years. I know my clients are looking for ways to [...]

This ruling by the U.S. Tax Court is being called a game changer for the approximately 50 million U.S. households that own individual retirement accounts. The court recently declared that the [...]

If you’re in the process of moving, you’re probably juggling a lot of tasks, including worrying about the potentially high costs. Here are five tips for saving when relocating. Continue reading.

Charles Schwab surveyed 998 people to uncover their biggest money misconceptions. More than half of those surveyed described themselves as savvy when it comes to their personal finances, but a [...]