Archive for December 2018

2018 was an up-and-down year for many Americans. The stock market boomed, and then it busted. No one knows what is on the horizon for 2019, but it doesn’t hurt…

Arm yourself to save more for your retirement in 2019! The Treasury has announced inflation-adjusted numbers for retirement savings for 2019, as well as a lot of changes that will…

Tax season comes quickly after the year comes to a close. In 2018, a few changes have occurred due to legislation that was created by the Tax Cuts and Jobs…

You have until December 31 to do a qualified charitable distribution (QCD) for 2018. This is an effective tax strategy that many individuals are overlooking. A QCD is worth considering…