By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 07/07/2025 Subscribe on Apple Podcasts or Spotify. The First Six Months of 2025
Is it good to get a tax refund from the IRS every year? What stewardship implications does this have? Mark 12:17 (ESV) - Jesus said to them, “Render to Caesar the things that are
Traditional IRA vs Roth IRA Let's weigh the strengths and weaknesses of two great retirement savings contenders: The Traditional IRA vs Roth IRA. In reality, both are valuable tools to use when saving for
Tax filing season officially began on January 24! Given the circumstances around the pandemic and unique challenges for this tax season, the IRS offers a 5-point checklist that can help many people speed up tax
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
Reach out if you have any concerns about capital gains taxes. There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital
The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 First, the Internal Revenue Service
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come
Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your