Navigating IRA Rules: What Every Taxpayer Needs to Know Before April 15th
As we move through 2026, many investors are focused on the year ahead. However, one of the most common questions I receive as a financial planner is whether it is “too late” to maximize tax-advantaged savings for the prior year.
Last-Minute Tax Prep Tips
This blog will share last-minute tax filing tips to help tax filers meet the upcoming deadline.
Ohio Offers Extended Sales Tax Holiday: Save Big on Back-to-School and More
Good news for Ohio shoppers! The state is hosting an extended sales tax holiday for ten days from Tuesday, July 30, to Thursday, August 8.
Your 2024 Tax Filing Season To-Do List
Enjoy less stress and a smoother process by preparing everything you need for filing this tax season.
Which Financial Documents Should You Back Up?
Safeguarding your financial documents is not just a matter of convenience but a fundamental aspect of securing your financial future.
Understanding Social Security Benefit Taxation
To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed.
What is a 1031 Exchange?
If you want to add investment real estate to your diversified portfolio, you’re going to want to know what a 1031 Exchange is.
What Does the Inflation Act Means For You?
Signed on August 16,2022, the Inflation Reduction Act had three major areas to be aware of.
Mega Roths Kick Retirement Savings into Higher Gear
The Mega Roth (aka Super Roth) 401(k) strategy continues to be widely misunderstood even though it’s been legal since 2014.
What Is the Difference Between a Tax Credit and a Tax Deduction?
Tax credits and tax deductions are both great tools to consider–as long as you know when to use them.