The 2022 Social Security Trust Report that outlines the financial status of the program was released last week. Here’s a link to the...

As summer kicks off and you start planning summer vacations and long weekends with your family, setting aside the time to complete your...

This week’s article is meant to address the extraordinary number of notices, letters, and corrections that many taxpayers have received...

If you are over 40 years old, you most likely know who Joe Namath is, and what made him famous! Joe had two claims to fame: 1) he boldly...

The following article was shared exclusively with our wealth management clients on April 1st of this year. Given the massive swings that...

Conventional wisdom tells us to get out of bonds. But is that the right move to make today? EXECUTIVE SUMMARY: The Federal Reserve has...

We wanted to share some perspective on the situation in Ukraine and what could happen in the markets. If you’ve already heard enough...

If you received monthly advance child tax credit payments in 2021, you may be in for an unpleasant surprise this filing season. Some...

The IRS announced on Monday it’s dropping plans to use the controversial ID.me facial recognition software to identify taxpayers seeking...

If you normally expect a refund when you file your tax return, 2022 brings some changes that could cause big surprises on your tax...

As tax season approaches, it is important to be aware of several key dates and deadlines for 2022. January 24th January 24th is the date...

On Monday, the IRS announced that it will begin processing and accepting 2021 tax returns on Monday, January 24. This year, the tax...

As the financial markets continue to expand, keeping a diversified portfolio simply by picking individual stocks is becoming harder and...

Note: This is the third article in our series on the socio-economic behaviors that lead to lives of fulfillment and financial security....

2021 is ending, and as exciting as the get-togethers, champagne, and countdowns are, it also is a reminder that tax season is just around...

Note: This is the second article in our series on the socio-economic behaviors that lead to lives of fulfillment and financial security....

This is our third post in our Social Security educational series. The first two articles cover What Will Happen When Social Security Runs...

In a 2008 study of the connection between happiness and generosity, people were asked to rate their happiness while being given an...

The Tax Cuts and Jobs Act that passed in 2017 dramatically impacted the charitable giving tax benefits for most taxpayers in the United...

A recent report by PwC found that nearly 1 in 4 Americans have no retirement savings. Additionally, only 36% of US adults feel that their...