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.

While many Americans are aware of common deductions such as mortgage interest, there are other common deductions that are missed far more often. Together, these missed deductions can add up up to sizable adjustment. Here are five common deductions that are often missed.

This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a stronger community and a healthier you!

The 2017 Tax Act made significant changes to the tax laws. There continues to be opportunities to minimize income taxes for taxpayers that take a proactive approach in analyzing their situation on a multi-year basis.