CD laddering is the process of spreading cash across various CD maturity terms and rates. Learn more about CDs and laddering to elevate your savings strategy.
Core values are what drive our daily decisions. From how we interact with others to the causes we support, everyone is motivated differently. This can also be the case for businesses.
Disruption. Over the last two years, it has been a constant in our lives. For small businesses, the disruption from the COVID-19 pandemic has been relentless.
In saving for a child's college education, parents may want to consider certain tax-advantaged strategies. These strategies all share the common trait of reducing the amount of taxes owed.
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.
As one year winds down and we prepare for a new one, here are some simple tips to help lower your taxes and put you on solid financial footing as we look forward to 2022.