“You must pay taxes. But there is no law that says you gotta leave a tip.” -Morgan Stanley

How can any retiree make a good decision about reducing taxes in

We have found that many individuals may not know what goes into calculating their yearly income taxes and why they may or may not get a tax refund. This article

We are all on information overload these days, so I am trying to only share information with you that is pertinent and that directly impacts your situation as a

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” - Winston Churchill

As I watch the emotional

As 2019 came to a close, the president signed into law a sweeping series of changes that will affect how we save for retirement as well as the distribution of

Some retirees have paid hundreds, sometimes thousands, of dollars unnecessarily to the IRS in the past year because they didn’t know the tax exclusion I am

An old friend of mine works for a technology company in Utah. The company was recently acquired, and he will receive $1,000,000 from the company’s Restricted