On October 14, the Social Security Administration announced that the cost-of-living-adjustment (COLA) for Social Security benefits would...

If you ask anyone that is looking towards retirement what they want, the answer will almost always be the same: I want to be happy in...

Cryptocurrency interest has steadily grown over the past few years. On any given day of the week, some cryptocurrency seems to be making...

Throughout history, gold has been one of the most popular ways of storing value. Even with the onset of the digital economy, this view...

When building your budget for retirement, the cost of health insurance (ie. Medicare) can easily be overlooked. While there is no crystal...

We had an interesting thing happen last week when over 1,200 people visited our website out of the blue. It turns out that there was a...

We’ve received numerous calls over the past six months from clients asking about the tax implications of their home sale. With...

If your car starts making a strange noise, would you try to fix it by watching a YouTube video? If you began experiencing harsh chest...

Many changes have occurred so far this year, ranging from student loan forbearance, additional child tax credits, employee retention...

Over the past year, Initial Public Offerings have climbed in popularity. As part of this wave, mid-sized corporations have attempted to...

Have you ever thought about who you would like to give your money, your home, or that special family heirloom to after you pass away?...

UPDATE: This article was initially written after Robinhood's first week of trading. In the week since then, HOOD has skyrocketed to...

With traditional retirement accounts, you typically have the option of paying taxes now or paying taxes later. To truly optimize your...

Note to our readers: This is the third article of a 3-Part series on the Enhanced Child Tax Credit. For more information on the enhanced...

Bitcoin is scheduled to introduce an update to the bitcoin protocol in November. This update is a large security and efficiency overhaul...

A new Presidential administration brings change, and tax changes are at the forefront of President Biden’s agenda. While some of these...

Note to our readers: This is the second article of a three-part series on the new Child Tax Credit. • Our first article detailed how the...

The Fed stated in late April that it expects inflation to be “transitory,” meaning it expects the current inflation trends to pass, and...

In an ordinary year, tax preparers can expect to receive their tax refund within three weeks of the time the Internal Revenue Service...

Estate Planning, Family Family wealth planning is about helping people address their desire to leave a legacy. While the legacy desires...