The Inflation Reduction Act of 2022 (IRA) created or expanded tax credits available to those who make energy-saving upgrades to their homes. Be sure to take advantage of these recently expanded tax credits this Fall, as many of the eligible items for your home relate to the cooler temperatures ahead. The Energy Efficient Home Improvement...
The most common and powerful tools to help individuals save for retirement are IRA and 401(k) accounts. Both types also offer a “Roth” option, but most folks are not familiar with the similarities or differences between them, or know when a Roth is more advantageous tax wise for different stages of life. You might even...
You may have noticed that multiple marriages, divorces, step-parents, bonus parents, single parents, and life partners make up numerous households across the country, and provide a second chance for happiness for many. However, navigating the unique financial needs of blended families can be a challenge. There may be children from a previous marriage, stepchildren from...
It’s October, and it’s time to think about how the outcome of the election could impact our economy, our markets and, of course, YOUR money. Even if the election doesn’t go your way, your financial success is in your hands. Here’s a few ideas to help you make the most of the financial opportunities that...
We are at the beginning of a new school year, and that means everyone, both parents and teachers have spent money on school supplies. Studies have shown that roughly 94% of teachers pay for their own supplies for their classrooms. In addition to the Back to School Sales Tax Holidays that many states have, there...
