Bolster Wealth Management with Trusts
Trusts can be a useful tool for affluent individuals and families when it comes to wealth management, protection, and growth. But there are a wide variety to choose from, so …
How the CAA Affects Education Funding
The Consolidated Appropriations Act (CAA), signed into law late last year, contains a multitude of provisions that may affect individuals. For example, if you’re planning to fund a college education …
Be Prepared for Taxes on Social Security Benefits
Whether you’ve filed your 2020 tax return or soon will, you probably don’t want any surprises. One thing that takes many older people off-guard is getting taxed on their Social …
Your Personal Emergency Fund
When the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — if the funds existed at all. Now, about a year later, and presumably …
Home Is Where a Tax Break Might Be
If you own a home, the interest you pay on your home mortgage may provide a tax break in the form of the mortgage interest deduction. However, you must itemize …