Tom Brough - Capital Trust Wealth Management

Are your Social Security payments taxable? Do states tax Social Security? Here's what you need to know.

Social Security and Your Taxes: Five Things to Know The Social Security COLA is just one aspect of your benefits that can impact your taxes.

Are you looking for ways to lower your tax bill or increase your refund for 2024? Here are a few ways you can do so.

4 Simple Ways to Save More on Your 2024 Taxes Don't forget to itemize your charitable donations this holiday season.

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If a loved one suddenly starts missing payments or loses track of their spending when they're typically diligent about their personal finances, it could be a sign of an undiagnosed condition.

Early signs of dementia can show in your finances | CNN Business Financial files in disarray. Late payments and last-warning service-cutoff notices. Multiple daily bank withdrawals. Out-of-character purchases.

What's the difference between debt consolidation and debt restructuring, and when does one make more sense than the other? This article helps explain some important facts.

What’s the Difference Between Debt Consolidation and Debt Restructuring? Debt consolidation and debt restructuring both have a place in managing debt. Debt consolidation is a strategy that combines your debts. You use a loan or a large credit card to pay off all your debts, then repay that single loan. On the other hand, debt restructuring is when you negotiate with your...

We're about to see one of the largest wealth transfers as boomers pass on inheritances to millennials and Gen X, but we need to start talking about how quickly that wealth is getting transferred.

Millennials and Gen Z’s $80 trillion great wealth transfer should be a faucet—not a firehose, says a wealth manager "They will make some mistakes, but at least they'll do that on the front end."

Tax laws and other circumstances can change. How do you keep your estate plan adaptable and flexible enough to protect your assets?

How to Protect Your Assets in Uncertain Markets Estate plans need to be able to accommodate an unpredictable future.

Wondering how to plan for retirement? Learn about the pros and cons of using fixed horizons versus survival probabilities to guide your financial future.

Fixed Horizons vs. Survival Probabilities in Retirement Planning - Retirement Researcher Read about Fixed Horizons vs. Survival Probabilities in Retirement Planning on Retirement Researcher

If you're seeking to grow your business, efficiency is a top priority. Learn five ways you can make your business more efficient and dynamic.

5 ways to boost efficiency within your business Efficiency is the name of the game when you run your own business, and luckily, these practices and tools will make that task much easier.

Writing a check nowadays can be risky, especially if you're trying to send it in the mail. Here are a few tips to keep your checks safer.

How to Write a Fraud-Proof Check Fraudsters have found clever ways to alter the names and amounts on checks you've written. Use these simple steps to prevent them from taking your money.