Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
For small business owners, growing a business is a fine balance. Growing too quickly can significantly damage the trajectory you’ve set, while grow too slowly can let your competitors pass you.
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.
Individuals with disabilities, as well as parents of disabled children, are eligible for several income tax benefits.
Just as your wealth goes through transitions throughout your life, so does the need for life insurance. It’s important to coordinate your insurance coverage with your current needs.
Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.
Tax law requires individuals who have reached age 72 to begin taking minimum distributions from their traditional IRA accounts; however, the tax law also permits those 70½ and older to transfer funds from their IRAs to charities as Qualified Charitable Distributions (QCDs).
If you sold your home this year or are thinking about selling it, there are many tax-related issues that could apply to that sale. We cover some important points to consider in this week’s Tax Tip.
Small-business owners: If you’re looking to hire, consider looking at your state workforce agency, 10 targeted groups, for your next employee. You may be eligible for the Work Opportunity Tax Credit (WOTC), up to $2,500.
