Properly structuring tax payments requires careful planning, especially in light of tax reform   Withholding and Estimated Tax Payments Individuals who are working are required to have income taxes withheld directly from their salary. Taxpayers who have little to no income other than their salary usually find...

An old technique has new value after the Tax Reform bill, Part I Bunching expenses, particularly charitable gifts, in one year rather than over multiple can provide added tax benefits, especially after the latest tax law changes. And combining that plan with a donor-advised fund...

Planning for these risks can improve the odds of a successful retirement Rather than thinking of retirement as the end of something, retirement should be viewed as simply beginning the next phase of life. It’s a phase reached through a lifetime of hard work, dedication,...

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invested thoughtfully and are on track to retire. Then you are met with a significant and unexpected financial challenge. How do you stay on track? Many families rely on...

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invested thoughtfully and are on track to retire. Then you are met with a significant and unexpected financial challenge. How do you stay on track? Many families rely on...

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invested thoughtfully and are on track to retire. Then you are met with a significant and unexpected financial challenge. How do you stay on track? Many families rely on...