Changes to charitable donation deductions are on the horizon
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. […]
Taxes
Retirement, Taxes
Checking off RMDs on the year-end to-do list
You likely have a lot of things to do between now and the end of the year, such as holiday
Investment, Retirement, Taxes
There’s still time to save 2025 taxes
Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more
Taxes
Have you used up your 2025 FSA funds?
If you have a flexible spending account (FSA) through your employer to help pay for health or dependent care expenses,
Taxes
Shift income to take advantage of the 0% long-term capital gains rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax?
Taxes
How the Social Security wage base will affect your payroll taxes in 2026
The 2026 Social Security wage base has been released. What’s the tax impact on employees and the self-employed? Let’s take
Taxes
Is an HDHP plus an HSA a financially smart health care option for you?
Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) can help.
Taxes
The 2025 SALT deduction cap increase might save you substantial taxes
If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill
Investment, Taxes
Boost your tax savings by donating appreciated stock instead of cash
Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added
Taxes
Making the most of the new deduction for seniors
For 2025 through 2028, individuals age 65 or older generally can claim a new “senior” deduction of up to $6,000