Our blog delivers monthly insights on retirement planning and practical financial guidance to support your long-term goals.
By Elaine Floyd, CFP® If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn...
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with – and even...
The upcoming presidential election is already dominating the news. While many people presume if their preferred candidate doesn’t win there will be negative economic fallout, more than 90 years of...
1. Filing A Return Before They Have All Their 1099s & W-2s You’ve probably heard it before, but let’s start with the basics. One of the biggest mistakes folks make...
By Debra Taylor, CPA/PFS, JD, CDFA Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts- even if they...
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of...
Certain birthdays a particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your...
1. Set goals. If you don’t know where you are going, you won’t get there. It’s that simple. 2. Where Does Your Money Go? You’ll never get a true handle...
By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a...
