Tag Archive for: professional financial advice

Find Out Whether You Qualify For The New Senior Tax Break

The One Big Beautiful Bill is adding an extra $6,000 standard deduction for Americans aged 65 and above. This provision is temporary and will expire in 2028, giving seniors only a few years to take advantage of the benefit. Find out how the deduction works, who qualifies, and how it might influence your tax-filing strategy.

Average 401(k) Balance by Age In 2024: Benchmarking Your Retirement Savings

A 401(k), 403(b), or other retirement plan is more than a savings account. Retirement savings plans are a wealth-building tool to ensure a comfortable, secure, and stress-free retirement. By understanding how age, income, and gender impact your retirement savings, you can make better-informed decisions that align with your demographic and investment goals.

Six Charitable Giving Strategies: Feel Good And Cut Your Taxes

There are many positive effects of donating beyond helping those in need. If you have experienced a high-income year, it is advisable to take advantage of charitable contributions to help you lower your taxable income.

Important Scams, Advice to Be Aware of Regarding Stimulus Checks

There’s some scams you should keep an eye out for as stimulus checks start to hit American’s bank accounts as well as making sure you are spending the money responsibly. CLICK ON THE HEADLINE FOR MORE