Beyond Adoption: The Cost of Expanding Your Family
We’ve spent much of November talking about adoption in honor of National Adoption Month. By now you should have a good handle on how the process works and what it…
Category: Tax
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Your Itemized Deductions under the House Proposed Tax Changes
The House of Representative unveiled its tax reform legislation, the Tax Cuts and Jobs Act (TCJA), last week, setting off a barrage of articles, analysis and social media posts. The… -
Last-Minute Tips for Tuesday’s Deadline
This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 18th, 2017. As always, I want to offer some… -
What to do if you’ve Contributed Too Much to an IRA
It’s hard to believe, but we’re only a few weeks away from the end of tax season. Those of you that haven’t filed yet are likely feeling pressure. You need… -
Reader Question: Should my husband and I invest in tax-free or tax-deferred accounts?
A reader asked a question recently that touches on a number of points I’ve been writing on: My husband has an account with Vanguard where he puts post-tax money and… -
Should I File Jointly With My Spouse?
Since I work with married couples, tax time brings up a critical question: Should we file jointly or separately? First, some background: as a married couple, you must file either a… -
Important Documents to Gather for Tax Preparation – Page 2
Hey all! Welcome to the second installment highlighting common documents that you’ll gather to file your income tax return. I’m providing these cheat sheets to help make your preparation easier.… -
Important Documents To Gather for Tax Preparation – Page 1
Regular readers know that I’m a tax nerd. While I love everything about financial planning, numbers and spreadsheets, I have a special place in my heart for taxes. Why? Maybe… -
Making the Most Out of Your Holiday-Season Giving
The holidays are by far my favorite time of the year. From Thanksgiving to New Year’s, I relish getting to take some vacation from the daily grind, spend time with… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues… -
Beyond Adoption: The Costs of Expanding Your Family
At the beginning of the month, I covered the costs and important things to know about adopting a child. However, I received additional questions about costs related to starting your… -
Last Minute Tips For Monday’s Tax Return Extension Deadline
The deadline is here! Monday October 17th, 2016 is the last day for the millions of people that filed an extension last April to complete their 2015 tax return (with… -
How Do You Compare? The “Rich-Gay” Myth Revisited
A few weeks ago, the NY Times highlighted an exciting development regarding the finances of the LGBTQ community. It published “The Most Detailed Map of Gay Marriage in America.” The…