Planning strategies to prepare if taxes move higher
September 18, 2019
As the federal budget deficit rises, it is likely that investors will see taxes move higher in the future.
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Last two years of high school are crunch time to prepare for college
Families with college-bound students focus more intently on the future when their child enters the last two years of high school.
Planning for college can begin as early as freshman year in high school
Even for students just settling in to high school, it is not too early to start planning for college.
A 529 college savings plan can be flexible as situations change
A 529 college savings plan is flexible and the account owner can make changes to investments and beneficiaries over time.
Packing for college? Remember the legal documents
Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.
Back to school: Time to spend or save?
Families will spend record levels as their children head back to school this year. But the school season may also be a time to focus on saving.
Proposed bill represents landmark changes to retirement savings
The Senate is considering a bill that represents the most comprehensive changes to retirement savings since the Pension Protection Act of 2006.
The IRS is revising Form 1040 again
Less than a year after restructuring tax Form 1040, the Internal Revenue Service (IRS) is changing the document again.
Create a checklist for when a family member passes away
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
Certain trusts may help lift the weight of a state tax burden
With tax deductions limited under tax reform, taxpayers in high-tax states may consider using incomplete non-grantor trusts to plan for state income taxes.