Hello, savvy tax planners! With the year quickly wrapping up, it's a perfect time to think about smart tax strategies. Here are some easy tips to help you make the most of your finances as we head into the new year.

Retirement is often painted as a golden phase where people finally get to unwind and enjoy the fruits of their lifelong labor. However, many pre-retirees harbor misconceptions about what their retirement years will actually look like. We aim to dispel some of the most common myths surrounding retirement and provide a reality check.

In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home ownership apply mainly to your principal residence — different rules apply to second homes and investment properties. Here's what you need to know to make owning a home really pay off at tax time.

Inflation is a natural part of the economic cycle, but it can pose a significant threat to your hard-earned retirement savings. By planning ahead and making strategic decisions, you can protect your nest egg from the eroding effects of inflation.

Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may have you wondering whether you should jump into the excitement.

You don't want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income.

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare to determining when to tap taxable and tax-advantaged accounts, individuals must juggle a complicated mix of factors.