5 Amazing Places to Retire Outside of the U.S.
Submitted by Joel Dansby* on Jul 12, 2023
Would you enjoy your retirement more in the U.S. or abroad?
Organization Tips to Help Take Time off Taxes
Submitted by Joel Dansby* on Feb 17, 2023
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
5 Year-End Tax Planning Opportunities
Submitted by Joel Dansby* on Feb 6, 2023
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
How can a Financial Advisor Assist me with Lowering Tax Liability?
Submitted by Joel Dansby* on Nov 26, 2022
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax
Charitable Giving: How Your Gift Gives Back in Tax Deductions
Submitted by Joel Dansby* on Nov 22, 2022
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the
Making the Most of Your Tax Return
Submitted by Joel Dansby* on Jul 26, 2022
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
IRS Woes: Don't Let Taxes Derail Your Retirement Plans
Submitted by Joel Dansby* on Jun 21, 2022
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Charitable Giving: Doing Your Due Diligence
Submitted by Joel Dansby* on May 31, 2022
Considering donating to a cause? There's a few things you should check first.