Here is a summary of the big, beautiful bill and how it is intended to help the economy and your finances. Five Items That Did Not Change Individual Income Tax Rates and Brackets (Core Structure): While the bill makes permanent the lower individual income...
No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well! The Treasury Department has announced that it is dropping the penny....
A Roth IRA is a retirement savings account that allows individuals to contribute after-tax dollars, with the significant advantage that qualified withdrawals*—including both contributions and earnings—are completely tax-free in retirement. This contrasts with traditional IRAs, which are funded with pre-tax dollars and taxed upon...
Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to stay active, learn a new skill, eat well, or just save a little on everyday purchases, there are many programs out there designed with...
Updated for 2025 As Benjamin Franklin famously said: “In this world, nothing can be said to be certain, except death and taxes.” As the IRS tax filing deadline approaches, many of us become keenly aware of and curious about how we are being taxed....
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes for 2025 increased HSA contribution limits by $150 for an individual, now $4,300...
With our fee-only financial planners.