In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity and yourself.
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying rules
If you’ve filed your taxes, congratulations and job well done! (If you filed for an extension, see the important note below.) Now that you’ve filed, what should you do with
A new tax season is almost upon us. This small three letter word, tax, causes heightened anxiety for many working Americans. Our tax system is complicated with many laws, codes,
Higher education has quickly become one of the largest expenses a family will face. The annual costs to send a student through an average 4-year institution has doubled since 2000
Although getting a tax refund means that you were likely overpaying the government all year, it is still a nice surprise. And if you weren’t expecting to need the money, you should put it to good use.