Roth Conversions: 2020 is the Year
Higher taxes are probably ahead. Roth conversions may be the smartest way to protect your retirement nest egg. Here is what you need to know about this important retirement planning strategy.
7 Yearlong Tax Tips for Retirees
During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than necessary with these 7 tips.
Tax Day 2020: 5 Important Things to Know
The July 15, 2020 tax filing deadline for 2019 is coming up. Here are some important tax law changes that you should know about as you prepare your taxes.
Working From Home: Understanding Home Office Deductions
Hoping for a home office tax deduction while you work remotely because of the pandemic? Here's what you need to know.
5 Estate Planning Steps to Take in Light of COVID-19
I’m not above using the coronavirus as an excuse to urge you to consider your mortality and plan for the future. Here are 5 steps you should take to get your estate planning ducks in a row.
Should You Take Social Security Early in Light of a COVID-19 Related Layoff?
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Think carefully first.
What The CARES Act Means for You
Here are some of the provisions of the historic $2 trillion CARES Act that are most likely to affect you.
Stimulus Checks Are Coming for Americans: Here's What You Need to Know
With the passing of the CARES Act, many Americans will be receiving stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this quick guide.
Time for Tax-Loss Harvesting?
Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.
The Economic Impact of Covid-19
Covid-19 is not the first pandemic. We have come through them all. Yes, the short-term economic costs of fighting this one are particularly high, but the economy, and your portfolio, will recover.