Tax Planning

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could

Would you enjoy your retirement more in the U.S. or abroad?

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

If you’re looking to lower your tax liability before the deadline, here are some options to consider.

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.

Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?