So, you inherited an annuity. Now what? Let’s walk through what that actually means—and what you can do with it. When most people think...

Before filing your 2024 taxes, take advantage of last-minute moves like IRA, HSA, and 529 contributions to lower your tax bill. Don’t miss t

Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church. Tax-smart giving topics:...

For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.

Learn how to minimize tax liability when generating cash out of investments.

Find out what Tax Loss Harvesting is and how it can save you on taxes!

Small business retirement plan comparison.

Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...

A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...

When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...

Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...