by Tracie Handberg | Mar 4, 2026 | Taxes
On Friday afternoons during tax season I am a certified volunteer tax preparer for AARP Tax-Aide. This is the organization that does free tax preparation for seniors and lower income taxpayers. Here are my observations on the 2025 tax season so far: The new Senior...
by Tracie Handberg | Aug 6, 2025 | 70s, 80s, Giving, Taxes
Many of our clients enjoy donating their time, talents and money to charitable organizations, and we love to support our clients’ charitable efforts. If you are contributing financially to charities, here are a couple of good ways to do so that we would be happy to...
by Tracie Handberg | Jun 26, 2025 | Taxes
Even if you love where you live now and have no plans to move, there are a couple things to keep in mind to save you money down the road: Consider living in your home for at least 2 years in the past 5 years in order to qualify for the exclusion of gain. You can...
by Tracie Handberg | May 16, 2025 | 60s, 70s, Financial Planning, Investments, Retirement, Taxes
Having a portion of your investments in a Roth IRA or Roth 401k gives you a lot of flexibility for future cash needs, plus you never pay taxes on the growth or distributions ever again! As an added bonus, your heirs could also save on taxes. Roth conversions can be a...
by Melinda Tyrrell | Nov 20, 2024 | Estate, Financial Planning, Giving, Inspirational, Life Goals, Taxes
How blessed we are to live in a country that makes the act of giving thanks a national holiday! One of my many favorite things about being a part of the Verisail Partners team is helping to facilitate our clients’ generosity to others. So many of you give every day of...
by Tracie Handberg | Mar 21, 2024 | Taxes
As I’ve written about in the past, for 6 years I’ve volunteered with AARP Tax Aide to prepare free tax returns for senior citizens and those with lower income. It’s fun and rewarding (really!), and as a bonus I get a few tips that could save folks some money! I wanted...
