Will your Social Security benefits be taxable?
Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social […]
Estate Planning
When the sale of an appreciated home triggers taxes — and when it doesn’t
Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with
Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination
Estate Planning, Taxes
5 potential tax breaks to know before moving a parent into a nursing home
Approximately 1.3 million Americans live in nursing homes, according to the National Center for Health Statistics. If you have a
Estate Planning, Taxes
What the new tax law could mean for you
As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire
Estate Planning, Retirement, Taxes
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, 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
Estate Planning, Taxes
Understanding the “step-up in basis” when inheriting assets
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood
Estate Planning, Taxes
You may be able to make a deductible IRA contribution for last year this year
You may be able to make a deductible IRA contribution for last year this year If you’re getting ready to