Completing your taxes can be overwhelming. If you are working with a professional or completing your taxes on your own, you will need documentation and specific information to get your taxes done right. Here is a checklist of the main items you should need to complete your taxes.

With Tax Season underway, you'll need to be on the alert for tax-related scams. Here are a few ways to spot an IRS scammer.

With Roth IRAs you’re able to direct after-tax savings to this investment account, where it’ll grow tax-free and can be withdrawn tax-free in retirement. So now, more than ever, it might be a good opportunity to evaluate whether Roth IRAs might fit into your financial plan from a tax or estate planning standpoint.

Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.

There are many decisions that come into play when planning for a disabled loved one. One solution that can help is a Special or Supplemental Needs Trust (SNT).

If you’re charitably inclined, like many of our clients are, here are a few tips to help maximize your donations so that every dollar goes further for you personally and also for the causes you support.