Its official…The GOP’s $1.5 trillion tax plan cleared the Senate early this morning. (...with a lump of coal provision in the end.) The bill passed the House earlier Tuesday, but due to a procedural snafu the chamber will vote again today before noon. The re-vote isn’t expected to change the outcome. The Tax Cuts and Jobs Act, [...]
Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]
UPDATE: Due to last minute provisions to the tax bill which developed after we released this information, and before the final bill passed, most of these recommendations are no longer valid. One of our favorite Easter Eggs in the Tax Bill which allowed for prepayment of state and local income taxes in order to claim [...]
Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]
