3 Things to Finish Before the New Year

6 Ways to Cut Your Taxes Before the New Year

Embrace the Red Wave or Go to Cash?

Year End Market Rotation / Tax Law Changes

Webinar with Joe Franklin: Election & Economy – The Battle Between Monetary and Fiscal Policy

Pitfalls of Holding Assets Jointly

How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.
Give Yourself a Tax Break for Christmas

How to Plan for the 2025 Tax Increase

Reasons to NOT Roll your 401k into an IRA

A Great Opportunity for those Anticipating Large Capital Gains
An Opportunity to Help my Mother My mother has been filing taxes on her own over the last few years. Even with my step-father passing away in 2020, she did not have many issues filing taxes until this year. In 2021, we were able to defer six months of the gains in her portfolio […]