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Category Archives: Blog

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Dec272023

Understanding Life Insurance

Blog, Family Finances, InsuranceBy Editorial TeamDecember 27, 2023

Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.

Dec212023

Embracing Your Next Chapter: A Guide for Retirees Returning to Work

Aging/Caring for Aging Parents, Blog, Retirement, TaxBy Editorial TeamDecember 21, 2023

Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.

Dec202023

Coming Soon – Business Beneficial Ownership Reporting

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 20, 2023

Starting 2024, reporting beneficial ownership is a must. Navigating the Corporate Transparency Act (CTA) is a huge game-changer in U.S. business regulations aimed at combatting money laundering, tax fraud, and terrorism financing.

Dec142023

Will You Work Beyond Traditional Retirement Age?

Aging/Caring for Aging Parents, Blog, Nearing Retirement, RetirementBy Editorial TeamDecember 14, 2023

Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!

Dec132023

‘Tis the Season for Gift Card Scams

Blog, Cybersecurity, Family Finances, New Year/End of Year, Personal FinanceBy Editorial TeamDecember 13, 2023

Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.

Dec72023

2023 Year-End Tax Planning Opportunities Are Here

Blog, Business Owner/Self Employed, Family Finances, New Year/End of Year, TaxBy Editorial TeamDecember 7, 2023

Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.

Dec62023

Taxes and Holiday Gift Giving

Blog, Business Owner/Self Employed, Charitable Giving, New Year/End of Year, TaxBy Editorial TeamDecember 6, 2023

The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits. 

Nov302023

Tax Deductions for Content Creators: The Wild Side of Write-Offs

Blog, Business Owner/Self Employed, TaxBy Editorial TeamNovember 30, 2023

Is your parakeet internet famous? Is bird seed a tax deduction? Content creators must meet highly specific requirements to legally take some of these tax deductions.

Nov292023

Mutual Funds vs. Individual Stocks in the Modern Investment Landscape

Blog, Investment Selection, Starting OutBy Editorial TeamNovember 29, 2023

You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.

Nov222023

When Should You Review Your Estate Plan?

Aging/Caring for Aging Parents, Blog, Estate, Family Finances, New Year/End of YearBy Editorial TeamNovember 22, 2023

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

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