Financial Planning, Tax Planning
President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses on raising taxes on corporations and affluent households while increasing credits for moderate- to lower-income households....
Financial Planning, Life Events, Tax Planning, Tips and Tricks
In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress both personally and financially. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I...
Careers, Life Events, Retirement Planning, Tax Planning
When you receive a promotion or a raise at work, this change can come with a number of changes that might impact your financial situation. In this checklist we focus on reviewing the potential financial impact of a raise or a promotion including: Cash Flow and Income...
Retirement Planning, Tax Planning
This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire. It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset & Debt Issues Tax Planning Issues Long-Term Planning Issues Other...
College Planning, Investing, Tax Planning
Investing in a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances related to 529 account distributions. And oftentimes, those nuances are not addressed (or even discovered) until after the distribution has occurred...
