Estate Planning: Wills and Probate
Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.
Should You Be Utilizing Donor-Advised Funds? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
How to Secure Retirement in Your 50s and 60s
Everyone wants to be comfortable and financially stable as they age. Here are few tips to help you secure retirement in your 50s and 60s.
8 Legal Documents Parents and College Students Should Sign
For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.