Taxes

Taxes

The IRS Is Giving You a Gift

Bob Williams - August 15, 2022 0

Now here’s something you don’t hear often. The IRS has a gift for you. No, that’s not a joke and you don’t have to...

architect composition data demonstration

Taxes

It’s Time to Tackle the Year-End Financial Checklist

Bob Williams - October 11, 2022 0

Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...

Taxes

Things You Didn’t Know Were Tax Deductions

Bob Williams - October 23, 2019 0

Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have...

Taxes

A Retiree’s Financial Worry List

Bob Williams - July 28, 2021 0

59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old,...

Taxes

How Much Are You Losing in Your Flexible Spending Account?

Bob Williams - May 4, 2022 0

Your company offers a Flexible Spending Account (FSA) that allows money to come out of your check before taxes and then you use that...

Taxes

10 States with the Lowest Cost of Living for Retirees

Bob Williams - September 27, 2022 0

You’re thinking about retirement. In fact, you’ve been thinking about it and planning for it a long time. One of the questions you have...

Taxes

Tax Deductions for the Caregiver

Bob Williams - November 21, 2023 0

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

Taxes

Medical Reimbursement Accounts

Bob Williams - September 15, 2020 0

Taxes

2024 Year End Financial Moves to Make Right Now

Bob Williams - October 23, 2024 0

It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...

Taxes

Health Savings Accounts as a Retirement Planning Tool

Bob Williams - November 2, 2023 0

A really long time ago… in a galaxy far, far away… I worked for a building contractor. That experience taught me that every successful...

Winning the Battle of Required Minimum Distributions

How To Make RMD’s Work For You

Qualified Charitable Distributions

Year-End Investment Checklist

Tax Loss Harvesting

The IRS Is Giving You a Gift

It’s Time to Tackle the Year-End Financial Checklist

Things You Didn’t Know Were Tax Deductions

A Retiree’s Financial Worry List

How Much Are You Losing in Your Flexible Spending Account?

10 States with the Lowest Cost of Living for Retirees

Tax Deductions for the Caregiver

Medical Reimbursement Accounts

2024 Year End Financial Moves to Make Right Now

Health Savings Accounts as a Retirement Planning Tool