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Congratulations on Filing Your Taxes! Now What?

Congratulations on filing your 2022 tax returns! You’ve done the hard part, and now it’s time to relax and go do whatever you have always wanted to do. But before you do that, there are a few things you should consider doing now that you are done with taxes. In this blog post, we will […]

Tax Cuts and Jobs Act

The new tax law, commonly called the “Tax Cuts and Jobs Act,” is the biggest federal tax law change in over 30 years. Below are some significant changes affecting individuals.   Tax provisions that were eliminated: Personal exemption deductions are Phase-out of itemized deductions based on adjusted gross income (AGI) is Itemized deduction for home […]

Set your TSP investments on autopilot to reach your retirement

Common questions I get from clients regarding their TSP is; Which funds should I be invested into? How many should I spread my money across? Is there an easier way to do this? The TSP is great in that it automatically withdraws funds from your pay, almost without you seeing it.  Additional funds are added […]

How to Benefit from the New Tax Law

You can love it, or you can hate it. But the Tax Cuts and Jobs Act is now a reality. Yes, absent some serious future spending cuts (unlikely) it is projected to add substantially to the national debt. But it does offer some planning opportunities as well. Emphasize Roth strategies. While the business tax cuts […]

Top 5 2018 Tax Changes for Individuals

Now that tax season has finished, it is important for individuals to start to plan and know how their taxes will change going forward. The new tax bill that was signed changes many aspects for many Americans. This article will let you know the tax changes that are the most impactful for the average American […]