Man and calculator

Capital Gains for the 2020 Season Could be Huge

This year looks to be a record year for capital

Arm and laptop

Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft

Tax identity theft is when someone steals your Social Security

Coffee and notepad

New Year’s Resolutions to Get Your Finances in Order

New Year’s is traditionally the time to review your life

Contributing to a Charity When You Have More Time Than Money to Give

If giving to charity is important to you but you have more time than money, you may wonder whether your donation of manpower will be as valuable as cash. For many charities, the answer is an unequivocal yes. Below are some tips and tricks that can help you optimize your charitable giving through volunteer work.

Surviving the Holiday Season Debt-Free

With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself racking up debt rather quickly.

Creating a Business Plan for Entrepreneurs

Want to be your own boss? Ready to turn your hobby into a career? Got a great idea and thinking about launching a business? If you’ve answered yes to any of these questions, you are ready to become an entrepreneur.

How to Structure Charitable Giving Throughout Your Lifetime

Charitable giving is a way for affluent individuals to spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure charitable giving correctly so that you will reap the tax benefits while making the greatest impact. Below are just a few possibilities on how structuring your charitable giving will provide you with the most benefit.

Benefits of HSA and FSA Accounts

Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) are designed to help you save money on medical costs by giving you access to special savings account with tax benefits. Although these plans are very similar, they have a few differences. For instance, employees and self-employed people can both open HSA plans, while only employees can use FSA plans.

End of Year Planning: Set Goals and Reduce Taxes

By the last third of the calendar year, you’re likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating the first draft of your federal and state income tax returns to see what factors you can tweak and what goals you can set to reduce your overall tax burden. Read on for some points to consider as you close out 2020.

Mount Rushmore

Ranking the Best and Worst Presidents

Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all.

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