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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and in turn you have to pay even more taxes on your investments.

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Understanding Types of Investment Return

Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...

Medical Deductions

As you prepare to file your taxes, one of the questions we hear regularly is, “what medical expenses can I...

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Tax Time Is Looming. Is Your Small Business Ready?

It’s that time of year again — tax time that is.

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

The IRS $600 Rule, Simplified

There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which...

Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...

4 Tips for Deducting Charitable Donations from Your Taxes

It can be a stretch for households to donate to the less fortunate during the holiday season, but as the…

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.