You Received an Inheritance. Now What?
Previously, we discussed how to prepare for an upcoming inheritance in four steps: Know the tax rules Treat it like regular income Don’t be afraid to invest a lump [...]
Tax Planning Tips for 2020
Planning for your taxes takes more than a few hours every Spring. Proper planning throughout the year can mean more money in your pocket and less headaches in April. Follow [...]
Prepare For Your Inheritance In 4 Steps
Baby Boomers are the wealthiest generation in American history. Over the next 30 years, an estimated $30 trillion will be passed down to Gen X’ers and Millennials. If you’re [...]