by Becca Mack | Apr 24, 2023 | Blog, Tax Strategies, Taxes & Tax Planning
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important...
by Becca Mack | Feb 6, 2023 | Blog, Tax Strategies, Taxes & Tax Planning
With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and...
by Becca Mack | Nov 7, 2022 | Blog, investing, Stock Market, Tax Strategies
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the...
by Becca Mack | Apr 18, 2022 | Blog, Tax Strategies, Taxes & Tax Planning
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different...
by Becca Mack | Jan 3, 2022 | Blog, Financial Planning, Tax Strategies
A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these...
by Becca Mack | Dec 13, 2021 | Blog, Tax Strategies
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents,...