US Tax forms with piggy bank wearing glasses.

March 7, 2022

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season underway, now is the perfect time to evaluate some effective strategies that could help Read More...
Defensive Planning for Proposed Tax Increases Image of Blocks.

December 20, 2021

Presented by Ben Murphy, CPA, PFS™: In 2021, the news has been full of reports of Biden's proposed tax policy and increases contained in bills Read More...
Annuities closeup photo of tax calculator.

December 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as Read More...
Key Numbers for 2021 with photo of calendar.

November 29, 2021

Presented by Ben Murphy, CPA, PFS™: This material has been provided for general informational purposes only and does not constitute either tax or Read More...
Social Security as Taxable Income

October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the Read More...
Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.

October 1, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic Read More...