A Special Purpose Entity Enables Individual Participation in PA’s EITC Program
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.
How Qualified Charitable Distributions Can Impact Your Taxes and Favorite Charities
Gifting through a Qualified Charitable Distribution can be one way to keep the tax benefits of a donation. Learn about the rules and benefits of QCDs.
Estate Planning for Pets
Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.
Choosing a State for Retirement
Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.
Tax-Efficient Investing: Why Tax Planning and Investments Should Work Together
Managing an investment portfolio efficiently requires knowledge of income taxes and your tax bracket specifically.
10 Years Later: Lessons Learned from the Bernie Madoff Scandal
Since his deceit was revealed, there are still many unanswered questions. Despite these questions, there are lessons that fraud can teach all investors to avoid becoming victims of the next Madoff.
What We Can Learn from the Habits of Wealthy People
Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fascination set me on a lifelong course of studying wealthy and successful people.
2 Ways to Help Children and Grandchildren Financially…Without Spoiling Them
We all start out life by working for money. The goal should be to put some of the money we work for aside regularly and invest it.
Is Your Adviser Worthy of Your Trust?
It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.
Retroactive Social Security Benefits: Is it right for you?
If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.
How Do Retirees Get Paid in Retirement?
What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.
Don’t Lose Track of Your Previous Employer Retirement Plans
When changing jobs, you may have choices to make about your retirement money. The choices will depend on your age and the type of plan you are in, as well as the rules of the plan.
The 4 Estate Planning Documents Everyone Should Have
Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.
Understanding the 5 Tax Filing Statuses: Which is Best for You?
Filing status is especially important because it determines, in part, the tax rate applied to taxable income, the amount of the standard deduction, and the types of deductions and credits available.
The Difference Between Stock Options and Restricted Stock Units (RSU’s)
Complexity abounds with respect to a RSU or option decision.
Are Retirement Funds Exempt from Creditors, Including the IRS?
The government encourages retirement savings by allowing taxpayers to make qualified contributions to retirement accounts on a tax-deferred basis.
5 Strategies for Gifting to Adult Children
Gifting to adult children can be a rewarding way to enrich their lives.
Are You Due to Reevaluate and Switch Your Car Insurance?
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
Understanding the Tax Implications of Company Stock Based Compensation
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
Medicare Supplement Insurance Plans
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
