by ruby | Jan 5, 2024 | Estate Planning, Estate Taxes, Finance, Tips
Last week we looked at four different ways to lower your tax liability for 2024, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer...
by ruby | Jul 25, 2023 | Finance
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a...
