Making the Most of the Saver’s Credit

Written by: Carrie Fellon CFP®, CRPS   As tax filing season winds down, let’s take a look at a tax credit that can help you plan during the year ahead. Those just starting out in the workforce or those approaching retirement may want to take a closer look at the...

HSAs

Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...

Tax Cuts and Jobs Act of 2017

Written By: Davis Barry   The recent changes in tax law, applicable for 2018, have a lot of taxpayers trying to decipher what it means for them. For most, not a lot has actually changed. There are still seven marginal tax brackets for individuals/married couples; you...

Required Minimum Distributions

Written By: Cynthia Levine, CFP, CPA, EA If you turned 70 this year, then congratulations are in order! Firstly, making it to 70 indicates the luck of longevity. Secondly, you have witnessed the birth of rock ‘n roll, men walking on the moon, the Internet age, and the...