​We’re often asked ”Does my living trust need to file a separate tax return?” The answer depends on the type of trust you have and how it’s structured…

If you're a high-income earner looking to boost your tax-advantaged retirement savings, the Mega Backdoor Roth IRA could be a powerful tool, but only if your employer plan allows it…

We’re nearly 1/3rd of the way through 2025, so now’s a good time to do a checkup on that budget, and plan ahead for those items that may sneak up on you the rest of this year…

It’s still a tough buyer’s market! However, there are ways to give you and your Realtor a better chance at getting your offer accepted. Here’s how we can successfully help you do just that…

It’s safe to say we all don’t like paying taxes. With tax season wrapped up, you might be wondering: Where exactly is all that tax money going?

First off, our condolences to all those impacted by the fires in California. We wanted to provide tax updates as it relates to those affected…

​The Social Security Fairness Act was signed into law on January 5, 2025. Read below to see how this may affect you if you receive a pension…

Filing your taxes early comes with several advantages, including the following…

​​2025 will see another increase in limits for conventional home loan limits, which can be very helpful for those considering new financing on a home…

​There are many considerations when deciding how you’ll hold title on your home. Below are some common ways to hold title…

If you have a milestone birthday coming up, consider the following financial changes…

Year-end is always a popular time for folks to consider their tax planning and corresponding moves. This year may be different…

Just over three weeks ago, the Federal Reserve (FED) cut interest rates by .50%. However, since that time, mortgage rates have notched up by .50%. So why did rates increase after the FED decreased rates?

We’ve all been waiting for interest rates to fall. It’s taken longer than most expected. But are there greener pastures ahead?

There’s a new reporting requirement businesses need to comply with in 2024. See below for details and how this may apply to you…

​Where you choose to buy a house is one of the biggest choices you’ll make in life. Below are 10 considerations when selecting your new neighborhood…

​The current stock market rally presents opportunities for tax-gain harvesting. See below for details on this strategy…

​Roth IRA’s have very specific rules in regard to the handling of taxes on withdrawals. There are several nuances to be aware of before taking distributions…

We’re often asked “Should I get a home loan/mortgage for an added tax deduction?” While this question has many layers, most often the answer is that you should not. We dive in deeper below…

​For tax purposes, donations are essentially grouped into two categories:  1) Monetary  2) Non-Monetary (property). Each are handled differently when it comes to your tax return reporting…