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Pay Bill Planning Your Estate? Don’t Overlook Income Taxes
The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be...
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Retirement & Wealth
Inflation Enhances the 2025 Amounts for Health Savings Accounts
The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each year, based...
Timelines: 3 Ways Business Owners Should Look at Succession Planning
Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration...
The Pros and Cons of Turning Your Home Into a Rental
If you’re buying a new home, you may have thought about keeping your current home and renting it out. In March, average...
How Renting Out a Vacation Property Will Affect Your Taxes
Are you dreaming of buying a vacation beach home, lakefront cottage or ski chalet? Or perhaps you’re fortunate enough to already own...
Beware of a Stealth Tax on Social Security Benefits
Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In...
