Tax planning is a year-round process, not just something that happens in the weeks leading up to April 15. It's a wise move to keep your tax planning efficient, educate yourself about potential tax scams, and plan your charitable distributions.
Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.
Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.
This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.
In this market review we focus on the state of the economy as well as our forecasted return expectations for different asset classes and portfolio positioning.
A few thoughts and perspectives on recent declines in the stock and bond markets.