Author: John Taylor

John Taylor

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Understanding Identity Theft Protection. Is It Right for You?

February 25, 2025

Person researching self-employed retirement plan

Solo 401(k): A Powerful Retirement Tool for the Self-Employed

January 28, 2025

Couple Discussing The NIIT and Medicare Tax

How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax

September 30, 2024

Warming Up to Climate Tax Breaks

August 21, 2024

Person reviewing their midyear tax checkup

Midyear Tax Checkup: 6 Strategies to Help Optimize Your Financial Health

July 1, 2024

Person reviewing Tax Returns and Other Documents

Tax Returns and Other Documents: What To Save and What (and When) To Shred

June 17, 2024

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Personal Finance

What To Do if You Inherit a House: Financial and Tax Considerations

March 18, 2025

Retirement

Beyond Full Retirement Age: Determining Your Social Security Payouts

March 17, 2025

Investing

Understanding the Difference Between Wealth Management and Asset Management

March 13, 2025

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