Combine investment and tax planning to make every dollar work harder…

Learn how to lower your tax bill before year-end with 3 smart moves — charitable giving, retirement / education contributions, and tax-loss harvesting….

A Qualified Charitable Distribution (QCD) lets you give directly from your IRA to charity, reduce taxable income, and meet RMD requirements. Here’s what you need to know to give smarter in retirement…

While many tax strategies do have a hard cutoff at December 31, there are still a few powerful moves you can make between January 1 and the day you file your tax return — and they can make a meaningful difference…

A good financial planner will help you feel less overwhelmed and more in control. Whether you're planning for retirement, trying to get out of debt, or just want someone to help make sure you’re optimizing your finances, here are three things to keep in mind…