Real estate investing comes with significant tax benefits. Find out how to identify the top tax strategies for maximum benefit and how to use them to your advantage come tax time. As with all deductions, consult your tax accountant for the most up-to-date on what is/is not allowed regarding tax deductions related to real estate […]
Common Money Myths
Don’t let common money myths stand in the way of pursuing your financial goals. Just because a belief is widespread doesn’t mean it’s true. Take our quiz to see if money myths may be sidetracking your financial success. True or False? Money management strategies are for the rich only. False. Anyone can benefit from basic […]
Tax Advantages of a Health Savings Account
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how they work, who is eligible for them, and what tax advantages they provide. An HSA is essentially an interest-bearing, medical savings account that you can […]
Roth IRA as an Estate Planning Tool
The Roth IRA can not only be useful for retirement planning, but it also can be an important part of your estate planning as well. If you have a traditional IRA, converting it to a Roth IRA can be a wise estate planning strategy under certain circumstances. Pay Now So Your Heirs Won’t Have to […]
Tax Planning Tips for Individuals
You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax liability. Here’s a look at some of the factors you may want to consider in your planning. Standard Deduction or Itemizing […]
Real Estate’s on a Roll. Will It Continue?
Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since 2005. According to S&P Case-Shiller, home prices in March saw their highest annual rate of growth in over 15 years — up 13.2% from a […]