Investing for the Future: How to Use Your Health Savings Account (HSA) to Save for Retirement

Before we jump into using your HSA as a tool for retirement, let’s cover the basics of what a health...

Should You Invest in Rental Properties in the Current Housing Market?

There will always be demand for housing. Unlike other expenses, which consumers can adjust accordingly, people will always need a...

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...

How to Reduce the Capital Gains Tax on Home Sales

Why is this important right now? Your wallet can attest to this: overall cost of living has significantly increased in...

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...

Key Financial Figures for 2024

The new year means adjusted tax rates, contribution limits, and more. Take note of the following key financial data for...

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to...

Why High-Net-Worth Individuals Should Consider Backdoor Roth IRAs

When planning for retirement, an individual will often look at opening a traditional IRA or a Roth IRA. For many, the...

Managing an Inheritance

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember...

Dividing Assets in a Divorce

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face...