The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.

The One Big Beautiful Bill Act, passed into law on July 4, 2025, includes several changes relevant to taxpayers. Check out some of its key elements in this article.

Knowing your MAGI can help determine which tax deductions and credits you qualify for, which retirement accounts you can contribute to, and much more.

Read this article to learn what financial planning is and gain a deeper understanding of its seven components.

Coverdell ESA vs 529 plans: Which is better to finance your child’s education? Read this post to find out.

In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.

This post discusses what lease buyouts are, how they work, whether you should buy out a leased car, and much more.

Withdrawing your retirement funds in a tax-efficient manner, selecting which accounts to draw from and when, can help you preserve additional wealth.

Considering leaving New Jersey to embark on your retirement in less expensive environs? You’ll need to account for New Jersey's "exit tax."