4 Early Tax Preparation Tips

Are you ready for tax season? Whether you want to file early or be ready for the April 15 deadline, getting an early start can take a lot of the stress out of preparing and filing your taxes. 

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Silvia Evans
Gift Tax Exclusion FAQs

If gift-giving is on your mind this holiday season, it is also time to think about the federal gift tax. If you give money or property to a loved one, you may owe the IRS.  

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Silvia Evans
3 Retirement Trends to Watch in 2024

Many of us have a picture of what the average retiree looks like, but the way people view retirement and how they want to spend their golden years is changing in some ways. These three trends might shed some light on what to expect in retirement and how to plan ahead:

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Silvia Evans