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Betty White—A Financially Savvy Celebrity

Bob Williams - 0
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...
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Taxes

The Most Forgotten Tax Deductions Business Owners Should Take

Bob Williams - 0
How many times have we heard, “Give to Caesar what belongs to Caesar”? Ok, but if you carry that line of thinking a little farther,...
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Taxes

6 Tax Breaks Retirees Often Don’t Think About

Bob Williams - 0
Let’s update some two-thousand-year-old tax advice—Give to Caesar what belongs to Caesar, but don’t give him more than that. Today, tax deductions and credits...
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Taxes

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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Taxes

Tax Loss Harvesting

Bob Williams - 0
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Taxes

Tax Deductions That Ease the Financial Burden of Being a Caregiver

Bob Williams - 0
It’s a fact of life. Americans are consistently living longer than ever before. It used to be that someone living to be 90 was...
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Taxes

Clearing Up the Confusion About Social Security

MyPersonalCFO - 0
Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone who hasn’t heard of Social...
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Taxes

5 Ways to Take Money from Your IRA Without Paying a Penalty

Bob Williams - 0
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...
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Taxes

Don’t Be the Victim of These 20 IRA Mistakes

Bob Williams - 0
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
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Taxes

The Economic Relief Bill Makes It Easier to Donate to Charity

Bob Williams - 0
When the 2017 Tax Cuts and Jobs Act (TCJA) was passed it changed the rules about deductions for charitable giving. Under current law the only way...
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