Morningstar
3 big questions to ask your aging parents
One of the toughest things to go through as an adult is helping your parents as they get older. Life is finite, and both you and your parents might be reluctant to talk about what type of support they might need. But as difficult as these conversations can be, it’s important to make time for […]
You just retired (or are about to). Now what?
If there’s one group likely to be experiencing the most consternation over inflation and economic uncertainty, it’s those who have just retired or are about to. To make it through this period with their sanity intact, they should focus on what they can control. Assess spending rate People who have just retired or are about […]
Five ways to avoid tax penalties in 2026
As a certified public accountant, the most common question I hear in the spring is, “How much do I actually have to pay the IRS right now?” In a perfect world, the IRS wants 90% of your total tax liability paid “ratably” (equally) throughout the year. The problem? Most successful people don’t have perfectly predictable […]
Six tax tips you should start thinking about now
Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year. Don’t assume the answer is the same as last year Taxpayers often default to “same as last year” thinking. But tax outcomes depend on variables that shift constantly, like income, markets, tax laws, interest rates, […]