Two terms that often come up in discussions about financial planning are "tax-free" and "tax-deferred." While these terms may sound similar, they refer to distinct investment strategies that can significantly impact your long-term financial goals.

Despite IRS delays in implementing lower thresholds for the issuance of 1099-K forms, most gig workers are unaware of the changed rules — meaning they're in for a surprise this tax season.

Several key provisions in the tax-and-spending package make permanent items such as the 2017 tax rates. Others are new laws that have been touted by supporters as terrific breaks for tip recipients, seniors, filers deducting state taxes and more.

And while millions of Americans will get tax breaks, some of the new provisions come with limits that dim their luster.

Facing financial distress is an unfortunate reality for many individuals and businesses. When debts accumulate to an unmanageable extent, seeking relief through bankruptcy becomes a consideration. While bankruptcy offers a fresh financial start, it's crucial to understand its impact on various types of debts, including tax obligations.

Condos around the country are getting a more critical eye. Prospective buyers are concerned about the possibility of higher bills because of major repairs and rising homeowners’ association dues. That piles on top of high prices and mortgage rates that are making homes of all types unaffordable. 

Many people assume they'll be free from tax burdens in retirement, but the reality is a bit more complex. In this blog, we'll delve into the various factors that could influence your tax obligations during retirement and provide insights into how you can navigate the tax landscape to make the most of your retirement savings.