Issues to Consider for Business Owners or 1099 Workers
Running your own business introduces different elements that are not always easy to factor into your personal financial plan. Use this checklist as a guide.
Issues to Consider When Buying a Home
There are a number of things you should be aware of when buying a home, including how it will impact your overall financial planning goals. Use this checklist as a guide.
Financial Check-Up: Issues to Consider at the Start of the Year
The start of the year is a great time to reflect on the prior year and plan for the future. Here are a few considerations to keep in mind.
Common Retirement Plans for Small Business Owners
For small business owners, selecting the appropriate retirement plan, or plans, involve several key factors that must be taken into consideration. Use this chart as a guide.
Financial Planning | Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the end of the year. Here is a checklist of issues to consider.
RMD and Estimated Tax Payments: Considerations and Tax Strategies
Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
A Closer Look at Charitable Giving
Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.