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 (Part 2) Read More »
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 (Part 1) Read More »
Are your investments truly working for you, or are they just sitting there? Whether you’re saving for retirement, a major
What Should I Consider When Reviewing My Investments? Read More »
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 »
For many retirees, charitable giving is a meaningful way to support causes they care about while potentially reducing their tax
Why Charitable Tax Benefits Often Skip Pre-Retirees & Retirees Read More »
Click download to get the PDF checklist. Disclosure This checklist is intended for informational purposes only and does not constitute
Considerations When Purchasing Long-Term Care Insurance Read More »
Disclosure This checklist is intended for informational purposes only and does not constitute financial, tax, or legal advice. While efforts
What Issues Should I Consider When Harvesting Capital Losses? Read More »
Disclosure This checklist is intended for informational purposes only and does not constitute financial, tax, or legal advice. While efforts
Tax Guide to Withdraws & Income Read More »
Disclosure This checklist is intended for informational purposes only and does not constitute financial, tax, or legal advice. While efforts
2024 Year End Financial Considerations Read More »