As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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How Does a Credit Freeze Work?
Credit freezes have become an essential tool in safeguarding your identity and protecting yourself from fraudsters. Unlike credit monitoring services, which are reactive, a credit freeze takes a proactive approach to prevent fraudulent applications for…
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How to Beat Inflation in Retirement
Inflation and Retirement: 3 Strategies to Protect Your Money Inflation is a still hot topic these days for good reason. The rate of inflation has come down from the highs of 2022, but is still…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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