Between industry news and personal experience.

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible...

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

Despite not being as well known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. With about $2.6 trillion in assets, annuities hold more funds than Roth IRAs...

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment...

Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains...

A lot of people that could/would retire early don't due to the assumed high cost of health insurance prior to Medicare at age 65. For many, good financial planning can keep health insurance costs very low.