09/03/2026
Do I have to file a federal income tax return? Whether you must file a federal income tax return generally depends on the amount of your gross income.
As an independent financial advisor I can help with planning your retirement, education, and manage investments. I have 20+ years of experience.
I offer Long Term Care Products, Life Insurance, and Annuities. Investments through LPL Financial, LLC.
09/03/2026
Do I have to file a federal income tax return? Whether you must file a federal income tax return generally depends on the amount of your gross income.
09/02/2026
09/01/2026
Kiddie Tax In the past, parents found that they could sometimes lower their income tax liability by shifting investment income into their children's names. This worked when parents were in a higher marginal tax bracket than their children were. Congress closed this loophole by enacting certain rules known as t...
08/31/2026
Adjusting to Life Financially after a Divorce After a divorce, it's important to take a fresh look at your finances.
08/30/2026
Women and Estate Planning Basics Women may have unique estate planning concerns.
08/29/2026
Charitable Deduction The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.
08/28/2026
How long should I keep copies of my tax returns? Generally, you should keep your tax returns and supporting information for six to seven years.
08/27/2026
Options Trading Is Having a Moment: Consider the Risks Before Following the Crowd What does the rise in short-term options trading mean for long-term investors?
08/26/2026
How can I repair my poor credit? Here are some ways you can repair your poor credit.
08/25/2026
Tax Issues for Household Employers If you pay for household help, you may be liable for the "nanny tax," even if your employee is not a nanny, per se. The nanny tax refers to three federal employment taxes that household employers may have to pay for their domestic workers — Social Security, Medicare, and unemployment taxes. If you...