Maximize your 2025 tax savings with smart moves like Roth conversions, 401(k) contributions, tax-loss harvesting and charitable giving before the year ends.

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

Many families want to save for their children’s education but are uncertain how to start, especially if budgets are tight.

There’s a new rule in place that makes 529 plans an even more attractive way to save for your child’s education. As of last ...

BILOXI, Miss. (WLOX) - Mississippi’s college savings program now accepts Venmo and PayPal for gifting and cryptocurrency for payments. This makes the state one of the first in the country to offer ...

A new Monash University study found that women were at higher risk of exhausting their retirement savings than men when relying on the traditional 60/40 investment mix of equities and bonds for a ...

LEE’S SUMMIT, Mo. — One Missouri suburb wants to raise the tax at one of its grocery stores despite efforts on both sides of the state line to eliminate food tax. Hy-Vee took the City of Lee’s Summit ...

One Missouri suburb wants to raise the tax at one of its grocery stores despite efforts on both sides of the state line to eliminate food tax. ICE, CBP seize 400 firearms hidden in fake trailer walls ...