It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended...

Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions? That gap in financial confidence can show up at any age, which is why an annual family conversation about finances is especially worthwhile. A simple...

As you’re gathering receipts and scrutinizing every possible deduction, remember that the best strategies to help minimize your tax liabilities aren’t found at the end of the year, but through the decisions you make after you file your taxes. In fact, to meaningfully...

Curious about how to make federal estimated tax payments online? Check out our guide below for key steps that can help you pay your taxes and stay on track with important quarterly tax dates.

Recent events in the Middle East have understandably captured the world’s attention. Joint airstrikes against Iran targeting key military installations have escalated tensions in the region, and Iran has responded with missile attacks directed at Israel and several...

As we approach the close of another year, it's a great time to pause, reflect, and make sure you have elevated the tax-planning strategies that may be appropriate for your situation. This season often brings a flurry of personal and financial activity, and a little...

Written by: Chad Tramp On Sunday afternoon, I received a text message from my bank, US Bank, asking if I had made a $3,300 charge on my debit card, respond Yes or No.  I had not made a $3,300 charge, so I replied No to the text message.  I promptly received a call...

By: Chad Tramp and Jodi Baker You've likely heard about this from every possible media channel. It's called the "One Big Beautiful Bill Act," and it could represent a big overhaul to household finances. Think of it like a home renovation. The 2017 tax cuts laid the...