Taxes & Insurance

4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good news is that taxes can be managed. There are four key areas where investors can place their tax focus: Tax Efficiency...
Which Tax Documents & Financial Records Should You Keep?

Which Tax Documents & Financial Records Should You Keep?

If you’re like many Americans, you may be breathing a sigh of relief now that “tax day” has come and gone. You may also be wondering how long you need to hold on to the tax records and documents you accumulated during the preparation of your income tax...
Do You Need to Make Estimated Tax Payments?

Do You Need to Make Estimated Tax Payments?

If you work on salary for an employer and receive a paycheck on a regular basis, you might not think too much about paying income taxes. This is because you complete a Form W-4 for your employer and they will withhold the amount of taxes you tell them based...
Do I Need to File a Gift Tax Return?

Do I Need to File a Gift Tax Return?

Don’t look now but the deadline for filing your 2017 federal income tax return is right around the corner. Unless you receive an extension, you must file your return by April 17, 2018 — which is less than two weeks away. If you’re like many people, you are...
Transferring Wealth After the Tax Reform Act

Transferring Wealth After the Tax Reform Act

The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here are some of these changes and how they might impact you and your...
While-You-Wait Investing: Tax Location

While-You-Wait Investing: Tax Location

Most people today have multiple investment accounts to manage as they work toward retirement. In addition to savings and brokerage accounts, it’s common to have a 401k plan, a Roth IRA, and a rollover IRA from a previous job. Each of these accounts has...
Last-Minute Deductions That Could Lower Your 2017 Tax Bill

Last-Minute Deductions That Could Lower Your 2017 Tax Bill

As you work on finalizing your 2017 federal income tax return, you may be searching for some last-minute deductions to help reduce your tax liability. Here are a few places to consider: Taxes You Paid You can deduct most taxes you paid last year on your 2017...
Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

For many Americans, pursuing their passions or hobbies is more than just a pastime – it’s a way to earn a little extra money on the side. Whether it’s painting, writing, cooking or photography, there may be opportunities to generate income...


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