How To Retire Early: 5 Things To Consider When Planning for Early Retirement

What is considered early retirement? According to a 2024 MassMutual survey, the average age of retirement in the United States...

Tips to Optimize Your Retirement Withdrawal Strategy (and Minimize Taxes)

As you transition into retirement, your financial focus will likely shift from building your savings to managing your spending. A...

Which Type Of Trust Is Right For You? 8 Common Trusts to Consider

Revocable vs. Irrevocable Trusts A trust can either be revocable or irrevocable. What’s the difference? Revocable trusts (also called “revocable...

What are the Rules for Inherited IRAs?

Have you inherited an IRA? Confused about the rules? You’re not alone. The SECURE Act passed in 2019 changed the...

How to Start Investing: A Guide for Beginners

Why should I invest now? Every dollar you invest now means potential for growth, so the sooner you begin, the...

Do You Need A Financial Advisor? 6 Financial Situations an Advisor Can Help You Navigate

“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...

4 Major Changes to Retirement and Tax Planning Due to the SECURE 2.0 Act

SECURE Act 2.0 increases required minimum distributions to age 73 Many types of retirement plans, like traditional IRAs and 401(k)...

Tax Loss Harvesting and Qualified Dividends: Two Important Considerations for Portfolio Construction

Tax Loss Harvesting What is tax loss harvesting? Tax loss harvesting is a tax strategy you can use to offset...

5 Charitable Giving Strategies to Maximize Your Impact and Reduce Tax Liability

Today is Giving Tuesday, so let’s explore five charitable giving strategies that can help you maximize your impact and reduce...

Landmark CPAs Announces Merger with Garland & Greenwood CPAs, Expands Operations

Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...