Possible credits and deduction changes to keep in mind.
If you have changed employers over the course of your career, you probably know not all 401(k) plans are created equal. They contain different fees, investment options, contribution limits, etc.
Well-organized tax records can make the tax return preparation process significantly easier for everyone involved. As you prepare to submit your tax documents, please take note of the following important details:
Those who are newly married often are asked the question, “Will you be changing your last name?”
Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.
I have a confession to make.
Many people are familiar with the basic benefits available to veterans, but did you know there are programs that could be beneficial to building a comprehensive financial plan? In this article, we will discuss several programs, resources and benefits that are available to qualifying veterans that could help with financial planning.
If you are among the many Americans enrolling in Medicare for the first time during the October 15-December 7 open enrollment period, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected.
According to the Kaiser Family Foundation, in 2024, 27% of employees nationwide were enrolled in High Deductible Health Plans (HDHP) through their employers (not far off the 29% enrolled in 2023). [1].
This simple financial map was designed to provide some perspective for managing your finances at different life stages and may help this ongoing process feel a bit more manageable and less intimidating.
