College grads: Consider financial actions for your next steps
May 31, 2023
Building a solid financial strategy may be the most important first step to help college grads achieve their dreams.
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Keys to saving taxes with a domicile change
Considerations when relocating and establishing a new domicile to try to save on taxes.
Decision made: Why 529 plans are a popular choice for college
A growing number of families are using 529 plans to save for college.
Birthdays may signal time to take financial action
In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.
As FAFSA rules change, more grandparents may save in 529 plans
More grandparents may consider funding a 529 plan for their grandchildren as financial aid rules change.
Couples have unique option to plan for risk of future higher estate taxes
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.
Tax planning is a focus for all seasons
Staying focused on tax planning can help individuals find ways to improve their tax situation throughout the year.
Examining ways to fix Social Security
The latest projections about Social Security indicate the trust fund will be able to pay timely benefits until 2034 when the fund will be depleted.
There is still time to try to save on taxes before the filing deadline
With the April 18, 2023 tax-filing deadline approaching, it’s not too late to consider some strategies that could reduce taxable income. Investors may want to consult with an advisor who understands their individual financial situation before taking advantage of these strategies. Contribute to an individual retirement account (IRA). Taxpayers may make a tax-deductible contribution prior
Planning considerations for a divorce
Divorce can be overwhelming on an emotional level as well as when dealing with planning issues such as taxes, property division, and custodial arrangements.