Taxes
Podcast 111: Navigating Retirement Finances – Strategies to Help Secure Your Future with CPA Jude Heath
Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We’ll…
Read MorePodcast 108: Help Protect YOUR Wealth & Cover YOUR Essentials with guest Wes Blanchard
In this episode of “Ask Gregory” host Gregory Ricks and guest Wes Blanchard, Estate Planning Attorney, dive deep into the evolving landscape of auto insurance and essential coverage strategies. They…
Read MoreIRS Tax Move Will Save Money For Millions of Americans — Check if You’re Eligible
The IRS is introducing the Direct File pilot program, a new initiative allowing Americans to file their tax returns for free without relying on third-party services such as TurboTax or…
Read MorePodcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath
In this episode of “Ask Gregory,” we dive into essential financial strategies with special guest Jude Heath from J Heath & Company CPA. Jude shares insights on managing your taxes,…
Read MoreNon-Refundable vs Refundable Tax Credits: What’s the Difference?
Tax credits and deductions play a crucial role in reducing your tax liability, providing valuable ways to lower the income tax you owe. Described by the IRS as a “dollar-for-dollar”…
Read MoreFive Things to Know About Social Security and Your Taxes
Unlocking the truth about Social Security taxes! Amidst the confusion, a common misconception prevails that Social Security benefits are tax-free. Brace yourself for a reality check as we delve into…
Read More‘It’s not taxed at all’: Warren Buffett shares the ‘best investment’ you can make when battling inflation — and it doesn’t have to cost you a dime
Warren Buffett’s billionaire simplicity: Ranked eighth globally with an estimated net worth of $116 billion, according to the Bloomberg Billionaires Index, the Berkshire Hathaway CEO stands apart with a seemingly…
Read More3 tax changes you need to take care of before the end of this year
Shift your focus to taxes before year-end! While tax season is traditionally a last-minute affair, savvy taxpayers are turning their attention to the last two months of the calendar year…
Read MoreYou May Have to Put Catch-Up Contributions in a Roth 401(k): That’s Not a Bad Idea
The recent stock market surge has turned the tide for 401(k) holders, with Fidelity Investments reporting an almost 8.3% increase in average account balances in Q2 2023. Notably, the number…
Read MoreA Tax Break Worth the Hassles
The 2017 tax overhaul changed the landscape for charitable deductions, leaving millions without key tax benefits for their donations. However, a growing group of seniors can still enjoy significant advantages…
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