Maximizing Your Tax Break: The Most Overlooked Deductions
When it comes to filing taxes, the standard deduction method is arguably easier than the itemized. However, 25% of taxpayers find that itemizing pays [...]
Outlook 2021
More than most years , it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, [...]
2020/2021 Year-End Guide: Investor Edition
To ease some of the burdens of the upcoming tax season, we’ve created this helpful guide, which will assist you in becoming familiar with [...]
Using SRI and ESG to Balance Investment and Ideals
When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider [...]
Election 2020 is Undecided
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our [...]
The Best Day Of The Year Is This Week
With the election only eight days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so [...]
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're [...]
End of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and [...]
What High Net-Worth Women Should Know About Health Savings Accounts
Health savings accounts (HSAs) offer tax savings for account holders—contributions are tax-free going in, tax-free coming out (with some exceptions, discussed below), and investment [...]
How High Net-Worth Women Can Optimize Their Gifting Strategies
Combining today's low gift tax rates with a historic peak on the lifetime gift tax exemption amount (currently $11.58 million), now could be a [...]