Have you ever used one single data point to make a big decision? I feel like this happens quite a bit when it comes to investments.

New Limits for 2024 Retirement Plans Regarding 401(k), 403(b), 457 plans, and Thrift Savings Plan: The contribution limit for 2024 has increased to $23,000, a rise from the previous year's $22,500.

Charitable giving provides both good and tax savings. Here are some strategies to help maximize both: Donate appreciated assets - Contributing long-term appreciated securities, such as stocks, mutual funds, bonds, real estate, or private company stock, can be a highly tax-efficient method of giving.

When you meet with a new financial advisor, you can almost guarantee that one of the initial questions will be: ‘what are your goals?’ I will admit I’m guilty of this too, and I can admit that goals are hard questions. We are bombarded with typical ideas of what success looks like for example “buying a house” or “retiring early.” These are the pretty standard answers. But are those your goals?

The Arizona Private Education Tax Credit, is a program that provides tax credits to individuals and businesses who make a contribution to a qualifying School Tuition Organization (STO).

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.