​Below are some refresher tips on how to build (or rebuild) strong credit…

​Many counties are reassessing property values after years of appreciation. Below are some tips to keep up with these changing expenses…

​Learn how you can get more money into your children’s college savings accounts…

​While college is often looked at as the next “success” step after high school, is it really for everybody?

Occasionally we receive inquiries from clients who've heard they can purchase a vehicle for work and write off the full cost upfront…

​Buying or refinancing a home can feel overwhelming - not just because of the numbers, but because of all the unfamiliar words lenders and real estate agents use…

Many are surprised when their tax bill is higher than expected. One reason may be the Net Investment Income Tax (NIIT). Here’s what you need to know…

​As you likely know, the “One Big Beautiful Bill” (OBBB) has passed. While there are numerous provisions in this bill, our intention is to provide those updates related specifically to income taxes…

​Many retirees look forward to downsizing or relocating, but housing choices in retirement can have long-lasting financial and lifestyle impacts…

​Nobody wants to pay more in taxes than required, but it may happen incidentally with social security taxes…

​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?