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With tax season officially upon us, make sure to keep these 8 tips in mind when filing - especially if you received financial assistance in 2020 due to COVID-19.
If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with stock options and equity based compensation.
Your retirement savings need to provide retirement income that will last for the rest of your life. Avoid paying more taxes by keeping these 4 tax tips in mind throughout the year.
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
Before you start making plans to relocate in retirement, it is important to consider state taxes of any state on your list. Here are the 15 worst states when it comes to taxing retirees.
Student loan debt for medical students in the US at graduation is $192,000, which is 5x more the $37,172.2 of average students. If you are an MD, then these 5 things should factor most when creating your financial plan.
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
When tax planning, it is important to understand the fundamental difference between tax credits and tax deductions.
The winner of the 2020 U.S. Presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.