Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So, you worked diligently...

Understand the differences between giving vehicles. If giving is in your heart, charitable planning vehicles have likely been a topic of conversation with your advisor. There are a variety of options, and each has its own benefits, from tax advantages to grant...

What encore careers, young dependents and early retirement mean for your elections. Medicare is an important component of holistic financial planning, but it can get complex for investors who retire early, care for young dependents or work beyond 65. But knowledge is...

Your portfolio can be the key to managing cash and maintaining flexibility. Today’s financial gurus seem to share a golden rule: You should aggressively pay down debt and live without it. This is sage advice for many, but not everyone. If you have substantial wealth,...

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support. The decision to homeschool can offer freedom, personal learning, and create a deeper connection with your child. But what if...

Find success by pushing yourself to evolve. While the rate of inflation has gradually decreased in recent months, it’s no secret that it soared to a 40-year high (9.1%) in June 2022. For business owners, inflation makes forecasting expenses and allocating resources...

Building a long-term pipeline may deliver the confidence your organization needs.  For a nonprofit that relies on donors to keep it operating, wondering when the next wave of funds will come can be stressful. This has become even more relevant recently because...

Sometimes savings can be easier to find if you know where to look. Beyond the generic advice of “saving more,” these nuanced strategies can help your cash flow. Here are some tips: Find your match. Take advantage of employer matching so you don’t leave money on the...

Review how six major life events can impact your federal return. Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former...

Protect what you built with the right policy and a contingency plan. From tornados and floods to hurricanes and earthquakes, natural disasters happen. You can’t stop them, but you can be prepared to protect your business. There’s a chance your business could face...