What does it mean to be “financially well” at different times in your life? I get some version of this question every week on our Financial Coaching Line. Employees take a Financial Wellness Assessment,
The Tax Cuts and Jobs Act (TCJA) did nothing to change the long-standing opportunity for taxpayers to make a direct contribution – up to $100,000 annually – from an IRA to a qualified charitable organization.
New York’s “millionaire tax” was meant to be temporary, with a short three-year life, when it took effect back in 2009, a response to the financial crisis. But now, 10 years later, the state budget Governor
As the April 15th tax filing deadline gets closer, there is a lot of last-minute planning going on. Taxpayers are getting one final opportunity to fund retirement accounts for tax year 2018. These accounts
Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column addresses whether not working before filing will lower
When Vivian Young and her then-husband took their first vacation without the kids, the need for estate planning struck them like a jolt. “I started thinking about worst-case scenarios,” says Young, now
Does your ability to pass on your wealth to your heirs depend on where you live ... and die? Indeed, it does. Federal estate taxes apply no matter where you live within the U.S., but eighteen states subject