The government gambles on the private sector to fuel the future even as the government continues profligate spending – a ...

The U.S. tax code rewards planning and documentation—not procrastination. By taking action before December 31, you can ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax advantages, and how to set them up.

As we start a new year, many make resolutions to improve our finances. However, for retirees, tax planning is a key component of this strategy. After all, taking proactive steps early in the year can ...

You might not always have the ability to change your filing status, such as if you only qualify as a single filer. But perhaps you didn't realize you qualify as head of household, for instance, in ...

While heading into your retirement years can be an exciting milestone to tackle, you might be feeling some uncertainty about your financial situation. The good news is that with some smart, strategic ...

Benz: We want to spend some time talking about tax planning before and during retirement. We sometimes hear about the years just after someone’s retired, so maybe they retire at 65 or whatever and ...

Democrats joined together to vote “no” on the One Big Beautiful Bill Act, with one senator calling it “bad for our country” and “bad for our families.” But is that an accurate critique? While the ...

At this time of the year, a tax refund can be a huge relief for taxpayers who are looking for a windfall of cash to improve their financial situation. According to the IRS' most recent report on this ...