Recently, seniors lost more than $3.4 billion to fraud. Tech support scams are among the most prevalent. Read how to protect seniors from fraud, and what to do if you’ve been a victim.
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Tax Season Has Begun. What Does it Mean to You?
You may think filing your taxes on the first day of tax season is a good plan. But here’s what you need to know before filing your tax return.
How to Correctly Report Taxable Distributions from Retirement Accounts
RMDs were suspended in 2020, but if you took the withdrawal and rolled it back, read this before preparing your tax return.
Financial Aid Changes on the Horizon
If you’re paying for, or planning to pay for, college, be aware of these financial aid changes for 2021 and beyond.
Required Minimum Distributions for 2021
Required minimum distributions are once again mandatory in 2021. But there are new rules to be aware of if you haven’t had to take RMDs in the past.
Resolve to be Prepared for the Unexpected
Many were caught financially unprepared in 2020. Here are some tips to help you better prepare for your future.
How to Get Creative If Debt is Out of Control
It’s easier than you think to fall into debt. Here are some options to help you get your debt under control – before it’s too late.
Stimulus Package Update
The recent stimulus package includes a spending bill for 2021 and a stimulus package intended to help individuals and businesses.
Year-end Tax Moves Aren’t Just for the Wealthy. These Strategies Can Help Lower Your Bill.
The end of the year is approaching but there’s still time to take charge of your taxes.
Reducing Income Taxes in Retirement
Nobody wants to outlive their money. Here is a strategy that can help reduce income taxes in retirement, ensuring your money will last longer.
Required Minimum Distribution (RMD) Changes in 2020
Required minimum distribution rules have changed for 2020. Before you take your RMD, read this.
Social Security Announces 1.3% Benefit Increase in 2021
Social Security benefits are increasing in 2021. Here’s what you need to know.
Sitting Down with Fee-Only Financial Planner, Darren Zagarola
Fee-only financial planner, Darren Zagarola, discusses how financial planning helps individuals achieve financial independence.