Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …
FINANCIAL PLANNING FOR WOMEN
AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
The Gift Tax? Questions of Life or Death
The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …
Retiring Earlier Than Planned?
Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some …
Estate Tax Planning and Inheritance
If you have a large estate with adjusted gross value coming to a minimum of $5.34 million starting 2014, a …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Here are some …