Tax planning isn’t just about crunching numbers—it’s about making sure your money is working for you in the most efficient way possible. The best strategies aren’t always the most obvious, and sometimes, a little creativity can go a long way.
What We’re Thinking About During Tax Returns
How to keep your money safe
What happens if my bank fails? How can I protect my money? Should I switch banks? I’ve been fielding questions like these since the recent failures of technology-focused Silicon Valley Bank (SVB) and Signature Bank. Google has too. The search engine’s data reveal that the week the two banks buckled, there was a 43% increase […]
Baby Boomers are defying recent trends in the car and home buying markets
This is not your grandparents’ middle-aged generation. You are living longer and healthier, defying advertisers and salespeople with your buying habits. In years past, Boomers were ignored by advertisers in the automotive industry, who were clamoring over the millennial generation – and still do.
Baby Boomers: An emerging trend changing the nonprofit sector
You are giving more of your time and money into nonprofits, according to a report by The Chronicle of Philanthropy. In fact, DCR Workforce reported that you are shifting into bigger roles within nonprofit organizations. You are in high demand for positions because of your wealth of experience, education and skills because previously you were […]
The Baby Boomers stand to cause an economic drag in retirement
The Baby Boomers will create an economic drag in retirement There have been endless reports on the economic drag that will be created by Baby Boomers when you enter retirement. In fact, Adecco USA recently projected that this gap will create 31 million skill positions left open in the next four years, which is expected to impact […]