Dec 30, 2022 | Finances, Taxes
Identity Thieves Love Tax Season The vast amount of information shared online during tax season makes it a haven for identity thieves, and they’re doing everything they can to take advantage of the opportunity! Here are several ways that identity thieves are...
Dec 22, 2022 | Finances, Planning, Taxes
Shrink Your Tax Bill in 2023 Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a...
Dec 18, 2022 | Planning, Taxes
Year-End Tax Cutting Ideas Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Tax loss harvesting. If you own stock outside a tax-deferred retirement plan, you can sell your under-performing...
Nov 14, 2022 | Finances, Planning, Taxes
Social Security to See Significant Adjustment for 2023 Your 2023 Social Security Benefits Find out how your benefits have changed Average Retirement Benefits Starting January 2023 All workers in 2022: $1,681/mo All workers in 2023: $1,827/mo (+$146) The 2023 maximum...
Oct 18, 2022 | Finances, Planning, Taxes
Still Time to Reduce any Tax Surprises! Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Review your income. Begin by determining how your income this...
