Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

By Content Administrator
Posted on October 8th, 2024

The Taxpayer Relief Act of 1997 provided homeowners who sell their principal residence an exclusion from capital gains taxes of $250,000 for single filers and […]

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Final Regulations for Required Minimum Distributions

By Anne Zavaglia
Posted on October 8th, 2024

In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts.  The regulations became effective on September 17, […]

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FAFSA for 2025-2026 School Year Opens December 1

By Content Administrator
Posted on September 25th, 2024

For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for […]

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Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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Key Retirement and Tax Numbers for 2024

By Content Administrator
Posted on January 29th, 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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Reviewing Your Estate Plan

By Mark Fissel
Posted on December 1st, 2023

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]

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Year-End 2023 Tax Tips

By Mark Fissel
Posted on December 1st, 2023

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted on October 31st, 2023

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]

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New Life for Your Old Insurance Policy

By Mark Fissel
Posted on September 29th, 2023

Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]

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