Financial Planning
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. …
Financial Planning
Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualifiedmedical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the opportunity to choose between an FSA …
Financial Planning
Password managers are digital vaults that help create and store passwords for online accounts and are an essential tool for ensuring your online security. Properly using a password manager can simplify your online life and, more importantly, make you less …
Financial Planning
All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries. This is especially true in the context of …
Financial Planning
Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws. Maximizing Tax Savings with Donor-Advised …
Financial Planning
Estate planning matters; you want to ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning adds complexity to your life, …
