Remember It’s Your Wealth Before Their Inheritance
May 10, 2018
QUESTION: I’m getting married again, but my kids are worried it will adversely affect their inheritances. What should I do? ANSWER: Before you do anything,
Beware of Tax Refund Scam, IRS Warns
February 28, 2018
A new refund scam has emerged that threatens to ensnare thousands of unwary taxpayers who use direct deposit.
Save Yourself Some Money with a Donor-Advised Fund
February 12, 2018
QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there
College Funds Can Now Pay For Grade School and High School
January 10, 2018
Thanks to recent federal tax reform, you can now use your kids’ college funds, or 529 plans, to pay for up to $10,000 a year for primary and high school expenses.