2023 End of Year Tax Letter
As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. As you know, we affectionately…
December Is Identity Theft Protection Awareness Month
December is Identity Theft Protection Awareness Month and we’re taking this month to share some ways you can help keep your identity safe. In 2021 alone, the Federal Trade Commission received 1.4 million reports of identity theft.1 Identity theft can happen…
Join us in Raising Awareness for Prostate Cancer
In the United States, 1 in 8 men will be diagnosed with prostate cancer in their lifetime. What is No Shave November? No Shave November is a campaign that occurs every year in the month of November to bring awareness…
There’s Still Time to Contribute to an IRA for 2021
Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2021. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2021 ($7,000 if…
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023. The seven 2022 tax rates themselves…
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The…
Hostage Data: Ransomware and Protecting Your Digital Information
On May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast's fuel supply from Texas to New Jersey, shut down operations in response to a ransomware attack. Colonial paid a $4.4 million ransom not long after…
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little…
Federal Student Loan Interest Rates Set to Increase for 2021-2022
After two years of decreases, interest rates on federal student loans are set to increase almost a full percentage point for the 2021-2022 school year.1 The interest rates on federal student loans are reset each year after the May auction of…
Retirement Planning: The Basics
You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire,…