by jritter | Jul 1, 2026 | Tax Center
One of the more frequent questions I am asked is, “How can I reduce my tax liabilities?” While this is always a good question to ask, it is all the more important when inflation affects our daily budgets. Probably the most common response to inflation in general is to...
by jritter | Jun 2, 2026 | Tax Center
Today’s topic will not affect very many people. Did I just encourage you to skip reading the article? Hopefully, you do not tune out because, for those today’s topic does affect, the information may prevent financial disaster. Cash value life insurance, such as whole...
by jritter | May 1, 2026 | Tax Center
A reader requested a better understanding of the tax impacts of gifts. This is a question we sometimes field in the office, so it is on the minds of many folks. We will cover several topics within gifts. Gifts are generally tax-neutral. Tax is only imposed when the...
by jritter | Mar 3, 2026 | Uncategorized
In the last edition, we covered part one of making financial resolutions for 2026. The first part is uncovering information to target problem areas and implementing positive steps to change behavior. In this second part, we will consider why resolutions are so easily...
by jritter | Jan 2, 2026 | Personal Finance
Happy new year! If you have not finished your New Year’s Resolutions, today’s topic may help. Saving more and spending less are consistently in the top 10 most common resolutions. Unfortunately, changing financial habits is also a most common resolution to break. I...
