Federal law requires investors with an IRA to take minimum distributions (RMDs) each year. The SECURE Act changed that law. Then SECURE...

An important provision of the SECURE 2.0 Act allows the transfer of funds from a 529 account to a Roth IRA. Financial media is excited...

Interest rates are most likely coming down in the near future. It will affect many borrowers and investors. Here is what we think you...

Health Savings Accounts (HSAs) have steadily grown in popularity since their introduction 20 years ago. It's easy to understand why. The...

July 2024 Does this email look familiar? Your payment has been initiated successfully. Please log in to your Fifth Third Online Banking...

You may have heard of the backdoor Roth IRA. It's a method outlined here, whereby taxpayers who earn too much to contribute directly to a...

Are you excited about T+1 Settlement? It’s a pretty big deal for those of us who make a lot of investment trades and it starts on May 28....

Gifting and Gift Taxes. If you give large gifts to another person, you probably know about the federal gift tax rules. Here is a little...

March 2024 We're about one month into tax filing season, and many tax professionals report an unusually high number of clients are seeing...

The books are closed on 2023, and you can't change your tax outlook anymore. Or can you? A few items are worth your consideration before...

If you own or operate a small business or partnership of any kind, read this carefully because it may save you thousands of dollars in...

Related-party loans: Best Practices Mortgage rates are the highest they've been in close to 20 years making homes difficult for many...

Roth IRA makes a great gift Most of our clients are aware of the difference between a traditional IRA and a Roth IRA. The former grants...

If you blinked you may have missed it, but 2023 is rapidly drawing to a close. With only a few months left in the year, now is the time...

The end of summer is upon us again, and with that, the start of the new school year. Take time over the next couple days to consider the...

Have you updated your will recently? If you haven’t looked at your estate planning documents in the last ten years, now is the time to...

Now is a good time to be a saver. Money market funds are paying more than 5% and even normally stingy banks are paying for deposits. One...

The debt ceiling stand-off has caused some angst for investors who are considering how a possible default might affect their investments....

With flowers blooming, birds chirping, and sunsets stretching later, it's clear that spring has arrived, and with it, spring cleaning! If...

Deposit insurance is a horribly dull topic -- until it isn't. In the wake of the collapse of several U.S. banks, we are reiterating our...