There are a variety of reasons an Arizona taxpayer may receive a higher state or federal income tax refund than they expected: You may be self-employed and overpaid into the EFTPS earlier in the year. A professional tax preparer may inform you of your eligibility for...
The list depends on the account or property type as well as the attributes of your trusts and estate. Some assets and financial accounts of value are designed to automatically sidestep probate by going straight to named beneficiaries. This can include all types of...
Which sectors are best for your investment dollars in 2024 will be highly dependent on who you ask and how the year progresses. If you have questions about how to optimize and diversify your portfolio in the upcoming year, it’s likely in your best interest to speak...
Defensive Positioning and Early-Cycle Recovery As we approach a potential economic slowdown, adopting a more defensive portfolio position may be advisable for some investors. This could mean favoring fixed income rather than growth-oriented investments. Some...
The transition from private or employer-provided health insurance to Medicare is a pivotal juncture for people nearing or entering retirement. Many older Americans are understandably concerned about their continuity of care as they embark on this new life chapter....
There are four different Medicare “Parts,” each of which offers different types of coverage. Medicare Part D only covers prescription medications and is typically purchased by itself in a standalone policy or rolled into a Medicare Advantage plan (Part C)...
