Here’s a sobering statistic: 72% of retirees say one of their biggest fears is becoming a burden o...

Spring is the ideal time to begin searching for that new home. With the warmer weather and longer...

Uncertainty has rocked the real estate industry in recent weeks. Since the Sitzer-Burnett verdict, a...

Tax-related identity theft occurs when someone uses a taxpayer's stolen Social Security number and n...

Social Security can play an important role in funding retirement, but it was never intended to be...

This is the question most asked when meeting with a potential borrower these days. The steady climb...

One of your important sources of retirement income will likely be Social Security - but when should...

As a business owner, do you mix personal transactions and business transactions? It is a common...

Trusts have been used as an integral part of sophisticated tax and financial arrangements for...

The real estate market has certainly had its ups and downs in recent years. During the pandemic...

Taxpayers with one or more qualifying children may be able to claim a tax credit of up to $2,000...

Example: My mother just passed away. She had a living trust. I need to distribute the assets. After...

Couples who have opposite philosophies regarding saving and spending often have trouble finding...

Benjamin Franklin once said that nothing can be certain, except death and taxes. Well, I am not a...

March 8 is International Women's Day, a day for celebrating all the accomplishments of women around...

With a payable on death account or paid on death account, you name a beneficiary who gets the accoun...

Do I need to file a tax return? The answer depends on your filing status, your age and the type of...

I get calls all the time from a parent that wants to add their child to their home. Typically this...

Academic researchers have been exploring how investors' personalities might affect their financial...

Read part one in the Jan. 6 issue of The Loop newspaper. After the effective date of the law, its...

When you plan to retire at a certain age, you can follow a strategy that incorporates your...

It's been an interesting year with important tax changes that will impact you. Here are some of the...

If you've recently received an inheritance, you may be facing many important decisions. Receiving an...