Senior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in this recent CNBC article about how to approach buying a home in the current environment of higher mortgage rates and elevated home prices.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in the article, “Why Women Need To Plan for Retirement Differently Than Men” published by Yahoo! News.
Read MoreThe tax code will more than likely be changing, thanks to the Build Back Better Act. If your income is above the proposed thresholds, proactive tax planning strategies can help improve your overall tax liability.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in the article, “The 14 States That Won't Tax Your Pension” published by Better Homes & Gardens. In addition to pension income tax, the article talks about other important considerations when deciding on where to move in retirement.
Read MoreWhile the CARES Act provides relief to many small businesses, it also includes provisions for aid to individuals and households who may need it the most during this time. The stimulus package will provide government payments directly to individuals, assisting those who have lost their jobs or have seen their income reduced during the shutdown.
Read MoreOn December 20, 2019, the President signed into law the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) as part of a larger spending package. The SECURE Act was enacted with the purpose of expanding opportunities for individuals to increase their savings and improve retirement security throughout the country.
Read MoreAfter the 2018 tax season, most people were familiar with some of the more major modifications of the Tax Cuts and Jobs Act (TCJA).
Read MoreIn many ways, the Tax Cuts and Jobs Act (TCJA), passed in December 2017, marked the beginning of a new approach to tax planning.
Read MoreOn July 6, 2017, a new budget was passed by the State of Illinois, which included an income tax rate increase from 3.75% to 4.95% for individuals.
Read MoreThe Tax Cuts and Jobs Act includes major tax reform that will impact almost all taxpayers.
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