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Financial tips

Five Secrets to Building Wealth
November 7, 2016

With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…

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How Top Bracket Earners Can Prevent Excessive Taxation
September 12, 2016

If your income places you in the top tax bracket, you’re in an enviable position by many people’s standards. But no one would envy your tax bill! Those who earn more than $400,000 annually (or $450,000 for couples filing a joint return) are hit with a shocking 39.6 percent federal…

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4 Things You Need to Know About Capital Gains Tax
September 6, 2016

Throughout the year, we all make decisions that could either positively or negatively impact our tax status the following spring. Capital gains tax is certainly one of those areas that can surprise you. Any time that you sell certain items and make a profit, you could trigger capital gains tax,…

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Qualified Charitable Distributions Are Now Permanent!
August 8, 2016

If you’re like most people, you enjoy making a difference in the world by giving to charity. You might also enjoy the tax deduction you can earn by doing so. But once you’re retired, your tax situation can change quite a bit, and you might need to structure your charitable…

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Protect Yourself From Online Identity Thieves
July 11, 2016

If you’ve grown tired of crowds, long lines, and inconvenient operating hours, then maybe you have replaced mall shopping with online shopping. It’s a trend that continues to grow, and it’s probably not ever going away. But unfortunately, online shopping does create vulnerabilities. Whereas a pickpocket might snatch your purse…

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Remember These Important Tax Deductions and Credits
April 11, 2016

Now that Spring is in full swing, it’s time to file your federal income taxes. The deadline to file your tax return this year is April 18, and if you’re like a lot of people you haven’t even gotten started! Try not to get into such a rush that you…

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This Tax Deduction Could Save You Big Bucks
April 4, 2016

Do you dread having to write a big check to the IRS each spring? Like everyone else, you probably search for every tax deduction and credit that could help you lower your bill. But for most of these tax breaks to count, you have to wrap them up by December…

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Protect Yourself from Tax Season Scams
March 28, 2016

You might not enjoy tax season, but guess who loves it? Con artists look forward to this time of year, because many of their scams involve identity theft and tax refund schemes. Protect yourself, and your personal information, by keeping your eyes peeled for these signs of trouble. Suspicious phone…

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Drop These Bad Financial Habits
February 15, 2016

Now that January has come and gone, how are your New Year’s resolutions holding up? Hopefully, you’re making great progress! But keep in mind that it’s never too late to make a positive change, especially when it concerns your finances. As you continue to hone your financial planning skills, check…

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Finish Making Charitable Tax Deductions Now
December 7, 2015

This is the season for giving, and it just so happens that it’s also the end of the calendar year. That means you need to get your charitable donations out of the way now, so that you can claim them on your taxes in the spring. It’s a busy time…

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