Genny Cordell

Be Prepared For Higher Taxes

With the potential for higher taxes on the horizon after this November’s presidential election, now is the time to start planning how to best navigate

Denise Johnston

Estate Taxes: What EVERYONE Should Know

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril.

Carla Medrano

Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

Ameerah Morsy

Think Before Tapping 401(k) as Emergency Fund

While it is an option, retirement plan withdrawals are not always the best choice. Think through all scenarios before withdrawing from retirement funds to cover

Kristy Carlton

Financial Questions to Ask Mom and Dad

Many Americans have been focused on their own finances over the past several months. But don’t neglect helping those closest to you with their finances

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