by Christina Minton | Nov 17, 2025 | Whats New
What you need to know For years, the tax code trend was to reduce the amount of interest that may be deducted on your tax return. Until recently, it really only allowed interest deductions as an itemized deduction on qualified residences and vacation property. That is...
by Christina Minton | Nov 17, 2025 | Planning, Uncategorized
Review this tip before you act! For years you have put away money from your pay into your employer-provided 401(k) retirement savings account. Your employer may have even matched 50% of your contributions or contributed 3% of your pay to the account as part of a safe...
by Christina Minton | Nov 10, 2025 | Planning
There’s still time to act At the end of each year there are a number of things to consider that may have a positive impact on your tax obligation. Here is a list of ideas that may be worth a quick review while there is still time. And especially this year with...
by Christina Minton | Nov 3, 2025 | Retirement
The Social Security Administration announced a 2.8% boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2026, another rate drop versus last year’s increase of 3.2%. The increase is based on the rise in the Consumer Price Index...
by Christina Minton | Oct 27, 2025 | Retirement
As you or your family members approach retirement years, it’s important to have a basic understanding of the IRS gift giving rules. With this understanding, there are opportunities to leverage this tax law without creating a tax problem. The rules You may give...
