Five Changes that May Affect Your Tax Return This Year

Reading Time: 3 minutes After three years of disruption caused by COVID-19, the world is gradually returning to normal, and taxes are not exempt from this. As millions of Americans file their federal income taxes for 2022, they are faced with several pandemic policies...

Understanding the Federal Gift Tax

Reading Time: 2 minutes In 2018, around one in every five new home purchasers got at least part of their down payment from a relative—and of the parents who have contributed to this down payment assistance, the average gift is $39,000. With the housing market reaching...

Financial Freedom in Retirement

Reading Time: 3 minutes Retirement is often viewed as the golden years of life when one can finally kick back, relax, and enjoy the fruits of their labor. However, the reality is that many people struggle to make ends meet during their retirement years. Financial...

January 2023 Market Update: Q4 2022 Recap & Q1 2023 Outlook

Reading Time: 7 minutes Recapping A Challenging 2022 Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China. Inflation was a significant factor in the markets throughout the...