There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
The Internal Revenue Service began accepting tax returns for the year of 2023 on January 29th, officially marking the beginning of tax season. We all know what that means – hoping and wishing for the largest tax refund possible. For high-income earners, trying to maximize their refund can …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …
Raising a child brings many joys, but the cost of doing so has only risen in recent years. According to the U.S. Department of Agriculture, a child born to a middle-income family in 2015 cost approximately $12,980 to $13,900 annually. In 2022, that same child cost $16,007 to $17,141. [1]
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …
