Should You Keep Home Improvement Records?
Many taxpayers don’t feel the need to keep home improvement records, but you could miss out on the exclusion for home gains if you don’t.
Are You Eligible for Any of These College-Related Federal Tax Benefits?
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, we provide details on three federal tax benefits that might help put a few more dollars back in your pocket.
Tax Benefits for Grandchildren
As a grandparent, you can teach your grandchildren financial responsibility while securing their financial future. We provide some tips so you can avoid any harsh tax consequences.
How to Receive Payments in QuickBooks Online
Getting paid is much more enjoyable than paying your bills. Here are three ways to process incoming money from customers using QuickBooks Online!
Consequences of Filing as Married Filing Separate
The tax laws are carefully written to keep married taxpayers from filing separately to manipulate the tax laws to their benefit. We explore a list of the more commonly encountered tax disadvantages – some might call them tax penalties –when filing as MFS.
Debt Optimization Strategies
Go a little crazy with your spending during the holidays? If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment, and penalties.
A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
Investing as a Couple: Getting to Yes
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
Planning with a Highly Appreciated Asset
Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.
Renters Insurance
Renters insurance is important coverage once you move out on your own because, if your apartment burns down, your landlord’s insurance only covers the structure, not your stuff!