While the November 2020 elections are still way up in the air, it is time to consider what a Biden administration may mean on your income taxes and what opportunities and risks are inherent in such legislation.

In an effort to provide much-needed relief during these interesting times, The CARES Act was passed. It has the potential to provide significant benefits and breaks for many of us. Learn about some of the benefits here.

The IRS has released the 2020 tax brackets, ranging from 10% to 37%. Find out where you'll fall and what changes have been made.

Properly naming beneficiaries in your estate plan starts with understanding your goals and the nature of your assets. With improper designations, you run the risk of not disposing the assets to your intended heirs, an increase in income taxes, or the loss of asset protection and preservation.

Roth 401ks continue to be an underappreciated strategy for long-term retirement savings. Proper analysis is needed, and this review should be done on an integrated basis.

As people retire and enter the empty-nest phase of life, many choose to downsize their living space. If a more affordable and maintainable home would better meet your needs later in life, this might be a good option for you to consider.