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Energy Efficiency Tax Credits

Tuesday, 20 September 2011 00:06 by Jacki If you are planning on fall home improvements, there are certain improvements that may qualify for tax credits. [More]


Tax-Wise Giving

Sunday, 24 July 2011 14:58 by Jacki Generally speaking, Americans are a generous group. Once we meet our own financial needs, we start thinking about others who could benefit from what we’ve earned. [More]


Q&A: Retirement Planning

Monday, 18 October 2010 22:01 by Jacki What are the biggest retirement planning mistakes people make? Retirement is decades away, so why should I think about it now? [More]


Tax Trimming Tactics

Thursday, 16 September 2010 22:23 by Jacki Alliteration aside, there are many tax trimming tactics you can incorporate throughout the year. [More]

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Categories:   Planning | Tax Planning
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A few tax tips for year-end

Monday, 14 December 2009 08:38 by Andy As the year is winding down, now is a good time to start tax planning strategies, both for the current year taxes but also for the upcoming tax year. If you wait until April 15th to make changes to your tax situation you will have lost over one quarter of the year. [More]

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What are truths about the tax code?

Friday, 20 February 2009 14:56 by Andy Our understanding of the tax code might be based on half truths, used to be truths and pure fiction. It is always important to consult a tax professional to have the best understanding of the current tax law. [More]

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Categories:   Tax Planning
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Find out more about Roth

Friday, 13 February 2009 09:35 by Andy It’s not who is Roth but rather what is a Roth…a Roth IRA that is. Regardless of your age or your income bracket, it would be very beneficial for you to talk to a financial advisor or tax professional to see how a Roth IRA (Individual Retirement Account) might fit into your financial situation. [More]

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