by Admin | Nov 8, 2022 | Tax Planning
There are a lot of seasoned investors out there who have made a lot of money on things like the stock market over the years. They’ve done their research, they’ve made choices that they believe in, and they have been rewarded handsomely because of it. Any...
by Admin | Nov 5, 2022 | Tax Planning
Latest FDIC national survey finds record low six million households remain unbanked Despite unprecedented economic challenges posed by the COVID-19 pandemic, nearly 96 percent of U.S. households were banked in 2021, according to the latest national survey released...
by Admin | Nov 2, 2022 | Individual Taxes, Tax Planning
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by Admin | Oct 31, 2022 | Individual Taxes, Tax Planning
The Internal Revenue Service urged taxpayers to check their tax withholding while there’s time left in 2022 to benefit from any necessary changes. An adjustment made now will help people avoid a big surprise, such as a big refund or a balance due, at tax time in 2023....
by Admin | Oct 25, 2022 | Individual Taxes, Retirement, Tax Planning
The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical expenses that are not covered by...
by Admin | Oct 13, 2022 | Individual Taxes, Retirement, Tax Planning
According to one recent study, about 27% of people in the United States between the ages of 55 and 67 years old have less than $10,000 saved for retirement. If you needed just one statistic to outline how important it is to plan ahead when you’re younger, let it...
