Taxes
Do You Know About This Triple Tax-Free Savings Option?
People seek the help of a financial advisor for many reasons, not the least of which is to get some guidance on tax management. After all, taxes can be one of the biggest drags on your portfolio’s investment returns. One way to manage your taxes can be through the use of certain retirement accounts: a… View Article
A College Tuition Tax Credit You Probably Didn’t Know About- Season 3: Episode 2
If you’ve ever looked at how much it costs to attend college, you’re likely aware that it doesn’t come cheap. The costs are high, and they seem to go a lot higher every year. When you add up the tuition, fees, housing, along with other miscellaneous costs, even a “low-cost” local university can send you into years… View Article
A Tax Strategy You Never Knew Existed- Season 1: Episode 8
A few episodes back, we talked about the benefits of charitable giving for both the recipient of the gift and the giver. The one who receives the gift gets the benefit of the gift itself. The one who gives the gift may be entitled to (among other things) a tax benefit for their generosity. Some… View Article
Helping Yourself Through Charitable Giving – Season 1: Episode 6
Most people at some time or another want to be charitable. Part of human nature tells us we should give to those in need—that we have a kind of social obligation to allow others to have something that they could otherwise only dream of. This is why being charitable often gives us a nice, warm… View Article