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...
by Melinda Tyrrell | Mar 13, 2024 | Estate, Financial Planning, Insurance, Investments, Retirement, Risk Management, Saving, Taxes, Young Families
Caring for others may come naturally to you. You may have cared for your children as they’ve grown up, or helped your parents as they’ve gotten older. We spend countless portions of our lives investing in those we love. But when it comes to hard conversations,...
by Bradford Gilliam | Feb 22, 2024 | Taxes
Now that the calendar year 2023 has passed, you’ve started on your taxes (or thought about it). If you’re like me, you would love to know any way you could lower your taxes. Depending on your situation, instead of paying more taxes, you might be eligible to contribute...
by Tracie Handberg | Feb 9, 2024 | Taxes
As you begin to prepare your taxes for 2023, please make sure you have everything you need. Remember that you will probably receive 2 tax forms for your accounts: TD Ameritrade will provide tax forms for transactions through early September (Labor Day), and Schwab...
by Thad Gilliam | Nov 16, 2023 | Passion, Taxes
As we get into the holiday season, in addition to celebrating and gathering with family, it’s also a great time to reflect on all we’ve been given. Hopefully, you’ll see the abundance in our lives (namely, our clients have food, shelter, clothing,...
by Scott Voigt | Sep 1, 2023 | Taxes
Do you own residential or commercial real estate for investment purposes? If so, you may want to consider doing a cost segregation study to lower your taxes. It is a way for investors to more quickly deduct the depreciation of a property against their taxable income....
