Objective Advice You Can Trust

Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…

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Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …

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What’s the Difference Between Marginal and Effective Tax Rates?

In order to explain the difference between “marginal” and “effective” tax rates, it’s important to first dispel a common misconception:…

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Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

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What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2; if you’re among the growing ranks of people working in the “gig economy,” you’ll…

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

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