What’s a QCD- and Why Taxpayers Need to Know the Answer Now by Glenn RUffenach of the WSJ

By | September 23rd, 2018|Categories: Knowledge Center|

What’s a QCD—and Why Taxpayers Need to Know the Answer Now Thanks to tax-law changes, qualified charitable distributions are more attractive than ever for IRA holders By Glenn Ruffenach Sept. 23, 2018 10:02 p.m. ET [...]

Charitable Donation Options After Tax Reform by Paragon Accounting

By | September 20th, 2018|Categories: Knowledge Center|

Francis Bacon once said, “With charity there is no excess” – a powerful statement that the IRS would amend to add, “but with limitations.” When it comes to charitable donations, you are allowed to deduct [...]

Misconceptions About Health Care Costs in Retirement by Rachel Hartman of US News and World Report

By | September 12th, 2018|Categories: Blog, Follow Us, Knowledge Center|

While many Americans are aware that health care expenses will be significant during retirement, it can be tough to decipher exact amounts to set aside for medical treatment. Four out of five workers have not [...]

Here’s How much you need to save each month to be a millionaire in 15 years

By | September 11th, 2018|Categories: Knowledge Center|

Emmie Martin | @emmiemartin 11:18 AM ET Mon, 10 Sept 2018 Mike Stobe | Getty Images Sport | Getty Images A record number of Americans are becoming millionaires. As of 2016, there were 10.8 million millionaires nationwide, according to [...]

The World Isn’t as Bad as Your Wired Brain Tells You by Christopher Mims of the WSJ

By | August 31st, 2018|Categories: Knowledge Center|

Magnified by the internet’s algorithms, our primitive biases make our fears go viral By Christopher Mims Aug. 31, 2018 7:00 a.m. ET Ever wonder why people’s perception of the incidence of crime, terrorism, kidnapping and [...]

Your Kids Could Lower Your Tax Bill Like Never Before

By | August 31st, 2018|Categories: Knowledge Center|

Your Kids Could Lower Your Tax Bill Like Never Before There’s a new tax break for many parents, but it ends when college expenses are approaching   ILLUSTRATION: RIKI BLANCO 60 COMMENTS By Laura Saunders Aug. 31, [...]