2021 Year End Tax Planning

2021 Year End Tax Planning

As the end of the year approaches, it’s time to start planning ahead. Now is a good time to begin pulling out last year’s tax return, along with your current pay stubs and account statements. Doing a few quick projections will help you estimate...
Year End Charitable Giving

Year End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could...
Medicare Open Enrollment 2022 Guide

Medicare Open Enrollment 2022 Guide

Open enrollment has started! Here’s everything you need to know about this year’s enrollment dates, coverage costs, eligibility details and opportunities to change coverage. Right now – during the annual Medicare open enrollment – Medicare plan enrollees...