IRA

By Mike Bernard, CFP®, ChFC, AIF®, EA

2023 retirement plan contribution limits were just announced and it's a big change. Should it change your financial plan?

By Ryan Fair

December is always a flurry of activity. Preparing for the holidays (and fitting in all those holiday parties) can be a challenge for all of us. If you’re like most people, the last thing you want to be thinking about as New Year’s Eve approaches is planning your taxes. Of course, as a tax specialist, that is precisely what consumes most of my time in December. For better or worse, it’s the time of year not only for “decking the halls,” but also for taking wise steps to reduce your tax bill come April 15.