Latest
-
Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
-
Widow's Penalty: Three Ways to Protect Your Finances
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.
-
Reduce Your Retirement Tax Risk With the Three-Bucket Strategy
Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line. Here's how the strategy works.
-
Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way).
-
Property Tax 101: What Homeowners Need to Know
Property Tax No one likes to pay property tax, but knowing how these taxes work might make the situation more bearable.
Property Tax -
Why Understanding Capital Gains Taxes Is Critical When Selling Investments
Failing to plan for taxes can eat into your profits and leave you with far less than expected when you finally cash in on an investment.
-
Did Florida’s Chance at $1,000 in Property Tax Rebates Vanish?
State Taxes The Florida Legislature bypassed Gov. Ron DeSantis’ wish to cut property taxes and instead voted to lower the state’s sales tax.
State Taxes -
How Caregivers for Adults Can Save on Taxes in 2025
Tax Breaks Caring for your parent or spouse can be stressful, but the IRS offers tax breaks for qualifying taxpayers. Here they are.
Tax Breaks -
Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry.
