
Tax Credits and Tax Deductions
When it comes to tax preparation, the mere mention of tax credits and deductions will be music to any taxpayer’s ears. That’s because both tax
Wealth Management and Retirement Planning Insights

When it comes to tax preparation, the mere mention of tax credits and deductions will be music to any taxpayer’s ears. That’s because both tax

Article by Barry Markovsky, Distinguished Professor Emeritus of Sociology, University of South Carolina This Feb. 22, the world hits an unprecedented milestone. It’s the date

The Internal Revenue Service (IRS) just gave you a little more wiggle room in preparing for retirement. They announced some increased contribution limits for 2022.

It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation

Why Modern Portfolio Theory Still Matters Two different systems of belief serve as the main basis for investment decisions: the modern portfolio theory (MPT) and

There are lots of taxpayers who underpay their taxes. It happens every single year. No matter how innocent the underpayment might have been, you can

When should you file your income tax return? The earlier, the better; before the end of January – if you expect to get a refund.

January is Financial Wellness Month, a good time to think about your plan and make needed updates to your financial strategy. Now is a great

It’s never too early to start looking at your tax obligations for the coming tax season. The information below is for the 2022 tax year,

It’s that time of year again. If you haven’t started, you might want to think about the steps you need to take to get ready.
Retirement comes with big financial questions. Whether you’re preparing for retirement or already retired, our Free Retirement Evaluation breaks down where you stand today and what you may want to consider next, giving you clarity around income, taxes, and long-term planning.
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10 Financial Mistakes in the Early Years of Retirement
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