Retirees, Check Your Withholding
The Internal Revenue Service has a message for you.You may need to adjust the amount withheld from your paycheck or...
Year-End Charitable Gifting
Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print”...
The Republican Tax Reform Plan
Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan...
An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary...
Stock Option Options
Stock options can be an excellent addition to a compensation package from your employer and, when used appropriately, can accelerate...