On March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law, which is aimed at providing significant tax and non-tax stimulus to individuals and businesses. Created as a result of the...Read More
Insights from the knowledgeable team at Liberty Wealth Advisors.
Consumer Alert from the Federal Trade Commission Hello, I wanted to share with you some information from the Federal Trade Commission advising consumers of a scam regarding Social Security Numbers. Below, you will find a link to the...Read More
Keeping your retirement savings plan on track while you balance college tuition for you child (or children!) can be difficult. Fortunately, there are several ways you can do both at the same time: Invest into a 529 account. A 529...Read More
In December 2016, Yahoo announced that data associated with more than 1 billion user accounts had been stolen in 2013. The company believes this was a separate incident from a previously announced theft of data from 500,000 user...Read More
Contrary to what we often hear and read, rising interest rates are actually good for long-term bond investors. The financial media has succeeded in recent years at creating anxiety among investors about the effect rising interest rates...Read More
If you’re looking to help others with your money while receiving tax benefits and tax savings, you’ve come to the right place. Here are five topics related to charitable giving that can provide excellent tax advantages for you: 1....Read More