Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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Would you enjoy your retirement more in the U.S. or abroad?
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Considering donating to a cause? There's a few things you should check first.
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Tax scams are likely to increase over the next few months. Here’s how to spot one.
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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