With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017 (TCJA), focusing your attention on deductions you can use versus those that were eliminated will...
Review your saving and spending habits and assess what you can do to save more this year. Definition of Savvy: having or showing perception, comprehension, or shrewdness especially in practical matters. Money Savvy: smart with money, money-wise, financially astute,...
What steps can you take to help transition the obligation of debt best in a divorce situation? When saying “I do,” to any relationship, seldom is the thought of ending the relationship discussed or the division of joint debt. For couples that combine both assets and...
If you plan to ‘age in place,’ it’s important to discuss your intention with your family and financial advisor now to prepare for and make it possible. The U.S. population continues to age, with the baby boomer generation now the largest generation ever. By 2035, one...
If you have multiple or only a few retirement ‘nest eggs,’ now is an excellent time for us to discuss how taxes will impact you this year or in the future. Many people refer to their retirement savings as a “nest egg,” but in theory, it should be made up of many...
