If you’re self-employed, you’ve probably considered establishing a retirement plan. If you’ve done your homework, you likely know about simplified employee pensions (SEP IRAs) and

Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors

Manal FouzChief Compliance Officer Financial abuse, like emotional abuse, is far too common in many relationships. It’s not unique to any generation, culture, or faith.

It doesn’t matter if you’re still working, recently changed jobs, or approaching retirement; if you have an old 401(k), 403(b), or 457 plan that’s been

October is the kickoff season for financial aid. That’s when incoming and returning college students can start filing the Free Application for Federal Student Aid,

Should you contribute to your 401(k) at work? The short answer is yes. Unless you absolutely cannot afford to set aside any dollars whatsoever, you

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such

Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting

How you can get a return and do some good at the same time Imagine you’re running a business with tons of potential. You know

With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Bull markets

Inflation worries have become headline news after prices rose 4.2% in April from a year earlier, the highest jump since 2008[1]. Many wonder if this

Ehab AlalfeyAzzad Investment Advisor It’s been more than a year since the coronavirus pandemic began. While there remain many unknowns, let’s reflect on 10 lessons

On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief

Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax

Due Date Approaches for 2020 Federal Income Tax Returns Tax filing season is here again. If you haven’t done so already, you’ll want to start