Year-end tax planning

As the end of the year approaches, it's time to consider strategies that can help you reduce your tax bill. But most tax tips, suggestions, and... Read the full article

Tax planning for the self-employed

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant.... Read the full article

Taxation of investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you... Read the full article

Organizing your finances when your spouse has died

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming.... Read the full article

And baby makes three

So you're going to have or adopt a baby. Congratulations! Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare... Read the full article

Merging your money when you marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your... Read the full article

Teaching your child about money

Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand... Read the full article

Sudden wealth

What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you... Read the full article