WHAT'S NEW + BLOG
The Build Back Better Act has passed in the House and is currently being debated in the Senate. Click to see highlights that we are closely monitoring.
With 2021 coming to an end, it’s important to make sure you are on track for the remainder of the year. Here are 10 financial items to remember for the new year.
The Advance Child Tax Credit is a hot topic these days. If you are receiving payments, you will need to report the total amount you received on your 2021 tax return.
When it rains, it pours. Do you need an umbrella policy on your insurance?
Taxes are complicated, but you’re in the right place when it comes to navigating your unique tax situation. Read to see some common misconceptions on individual taxes.
We have all heard the saying in marriage that “what’s yours is mine”, but is that true from a legal standpoint? Read more on community property here.
Do you qualify for the home office deduction in 2021? Read more to see if you qualify and what expenses you can take for this deduction.
When strategizing an IRA, there are different options to choose from, along with different tax consequences when you contribute and withdraw the funds. See more on retirement here!
Did you opt out of the advance child tax credit? Did you still receive the payments? Read more.
Let’s face it – each of us is going to die one day and we need to plan for the inevitable. Below are five very good reasons to obtain appropriate life insurance coverage.