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Tax reform usually promises a kinder, gentler, simpler tax code. For some folks—those who don’t itemize—the enlarged standard deduction that came with...

Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a mistake, but it’s not.

As the U.S. population continues to age, the demand for long-term healthcare is expected to rise steadily. Yet, it’s a topic many prefer to avoid, and...

October is Cyber Security Awareness Month, and we can’t overemphasize the importance of consistently taking action to reduce risks when online or usin...

Last month, we provided an overview of the key provisions in the just-signed One Big Beautiful Bill Act (OBBBA).

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased d...

In early 2021, Marjorie Bloom, a 77-year-old retired federal attorney, fell victim to a complex tech support scam that cost her $661,000. In summary,...

Born in 1930, Warren Buffett’s foray into the stock market began at the age of 11 when he purchased three shares of Cities Service for $38 each, accor...

Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond. After spending decades in the workforce, o...

On January 31, 1940, Ida May Fuller of Ludlow, Vermont, was the first person to receive a Social Security check. That historic payment amounted to $22...

An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement.

What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physi...

Are you familiar with how our federal tax code originated?