Year-end charitable giving can be both impactful and tax-efficient. Discover four tax-savvy strategies, including donating long-term appreciated assets, bunching donations, using donor-advised funds, and making qualified charitable distributions to reduce taxes while supporting your favorite causes.

Proactive tax planning helps you reduce liability, optimize strategies, and keep more of your money working for you. Understanding the difference between tax planning and tax preparation can help you make smarter financial decisions year-round.

Charitable giving benefits your community, organizations close to your heart, and families that need a helping hand.

The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.

Many retirees wonder, “Are Social Security retirement benefits taxable?” This article explains how to determine if you will owe federal or state income tax on your Social Security benefits and shares tax planning strategies to help reduce the amount you may owe in retirement.

The COVID-19 and the CARES Act brought historic market volatility, leaving many investors wondering how these changes impact their retirement and financial plans. This article explains key provisions of the CARES Act, what they mean for individuals, and how to approach investing during uncertain markets.

The SECURE Act reshaped retirement planning with important updates to IRAs, 401(k)s, and 529 education savings plans. Learn how changes to required minimum distributions, inherited IRAs, and contribution rules can impact your long-term financial strategy.