Newsletters

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

• Avoiding Probate with a TOD Deed and TOD Account

  In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

• What Is Value Investing?

  At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

• Location, Location, Location: The Premium Parents Pay for Top Schools

  Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.