The Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code, and 2018 returns were the first time most taxpayers could see the practical impact of these changes.
In an April 2019 Gallup poll, 43% of Americans said they were unsure how the new tax law affected them personally.
What makes you the happiest? What do you want to be remembered for? These are all important questions we all must ask ourselves at some point in our lives. Continue reading
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Continue reading
Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that’s not always the case. Many advisors are only required to recommend what is suitable, not what is best for their client. Continue reading
As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. Continue reading
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child’s college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it’s important to have a clear understanding of your overall financial position. Continue reading
Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). Continue reading
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? Continue reading
As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. Continue reading
The lazy days of summer are over and September brings new energy as everyone begins to focus on what needs to get done before the end of the year. It’s a time to take a fresh look at your financial health and recalibrate any items that need to be adjusted. Continue reading