Understanding spousal IRAs: A smart retirement strategy for couples
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little […]
Estate Planning, Retirement, Taxes
Taxes
Milestone moments: How age affects certain tax provisions
They say age is just a number — but in the world of tax law, it’s much more than that.
College Costs, Taxes
Is college financial aid taxable? A crash course for families
College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges
Taxes
Are you missing a valuable tax deduction for Medicare premiums?
If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional premiums to
Estate Planning, Taxes
Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them
The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes
Estate Planning, Taxes
The advantages of a living trust for your estate plan
Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99
Business, Taxes
How working in the gig economy affects your taxes
The gig economy offers flexibility, autonomy and a way to earn income, but it also comes with tax obligations that
Taxes
The tax rules for legal awards and settlements: What recipients should know
If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be wondering how
Taxes
Still have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five
Investment, Taxes
The “wash sale” rule: Don’t let losses circle the drain
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated