Monthly Archives: November 2017

‘Tis the Season for Generosity … and Also Tax Savings

At this time of year, many people desire to help others who are less fortunate than they are by making contributions to charity. By planning carefully, you may be able to realize tax benefits when donating cash and property to qualified charitable organizations. This makes now a good time to plan out your charitable giving […]

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Enjoy Triple-Tax Savings With A Retirement and Healthcare Savings Account

One component of retirement planning that many people neglect is tax planning. Taxes can take a serious bite out of your retirement nest egg, so it’s generally advisable to save in as tax-advantaged manner as possible. A tool that may help you accomplish this is a Health Savings Account, or HSA. These tax-advantaged accounts are […]

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The Lowdown on the Republican Tax Reform Proposal

In early November, Republicans in the House of Representatives finally released the details of a tax reform plan that many have been speculating about for months. If enacted, the Tax Cuts and Jobs Act would implement the biggest changes to our nation’s tax code in more than three decades. Of course, this is a very […]

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Plan Now for Paying Retiree Healthcare Costs

Healthcare costs have become a hot topic of conversation recently as our legislators continue to grapple with how to provide access to affordable health insurance for all Americans. But one aspect of healthcare costs that hasn’t gotten as much attention is managing these costs during retirement. Medicare Isn’t a Panacea Many people believe that once […]

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