Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
Last Friday the IRS announced a few increases to retirement plan contribution limits for 2025: For employees who participate in 401(k), 403(b), governmental 457 plans,
As a financial planner, I’ve always been passionate about helping individuals and families achieve their financial goals. Over the years, I’ve noticed a gap in
Inflation, national debt, deficit spending, GDP, productivity, how does a person sort through and make sense from all this data? In 1966, I was a
“In the world, nothing is certain except death and taxes.” -Benjamin Franklin Tax planning is a key component of financial planning, and we use a
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long
Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something
Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
6821 Southpoint Drive N
Suite 118
Jacksonville, FL 32216
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 112
Roswell, GA 30075