Category Archives: tax planning

The new tax act means big changes for taxpayers

Big tax law changes mean even bigger opportunities for taxpayers. Take a look at some of the changes to come out of the Tax Cuts and Jobs Act and consider how they could affect you. The Tax Cuts and Jobs … Continue reading

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Emergency funds: Why they’re worth it

Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times. Emergency funds can be helpful for everyone. Any unexpected … Continue reading

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Don’t say yes to a reverse mortgage until you read this!

You’ve likely heard the good and the bad about reverse mortgages. But what’s real? Before you consider this strategy, consider a few key components. There’s no doubt you’ve seen TV advertisements telling seniors that their lives could improve if they … Continue reading

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