Planning for Rising Health Care Costs and the Role of HSAs
Health care costs continue to rise at an alarming rate The cost of health care continues to climb with no […]
Planning for Rising Health Care Costs and the Role of HSAs Read More »
Financial Planning
10 Questions to Ask a Financial Advisor – Written by a Financial Advisor
When writing this article, I asked myself one important question: “What would I want my wife to ask a financial
10 Questions to Ask a Financial Advisor – Written by a Financial Advisor Read More »
Social Security and Taxes: What’s Changing in 2025?
Social Security benefits are tied to inflation, and with inflation easing, the substantial cost-of-living adjustments (COLA) of recent years are
Social Security and Taxes: What’s Changing in 2025? Read More »
Capital Gains Explained – 2025 Tax Numbers
Understanding capital gains is essential for anyone investing in assets like stocks, real estate, or mutual funds. In this post,
Capital Gains Explained – 2025 Tax Numbers Read More »
Stay Ahead: Key Financial and Tax Deadlines for 2025
As we move into 2025, staying informed about critical financial and tax deadlines can help you avoid unnecessary penalties and
Stay Ahead: Key Financial and Tax Deadlines for 2025 Read More »
Understanding Social Security Taxation – 2025 Tax Numbers
The Basics of Social Security Taxation Many people are surprised to learn that Social Security benefits can be taxable. The
Understanding Social Security Taxation – 2025 Tax Numbers Read More »
Standard Deduction vs Itemized Deduction – 2025 Tax Numbers
Standard Deduction vs Itemized Deduction When filing your taxes, you have the option to choose between the standard deduction and
Standard Deduction vs Itemized Deduction – 2025 Tax Numbers Read More »
Understanding Federal Income Tax Brackets – 2025 Tax Numbers
When it comes to federal income taxes, many people believe that once their income surpasses a certain threshold, their entire
Understanding Federal Income Tax Brackets – 2025 Tax Numbers Read More »
Will I Receive a Step-Up in Basis for Inherited Property?
Inheriting property can bring a range of emotions—from gratitude to uncertainty—especially when considering the tax implications. One of the key
Will I Receive a Step-Up in Basis for Inherited Property? Read More »