Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.
SubscribeDid you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Determine whether you should consider refinancing your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Knowing your likely life expectancy is an important factor in making long-term financial plans.