James Insights: Education
Education
Refresh Your Financial Plan
A Fresh Start for Your Finances Spring is a season of renewal, making it the perfect time to refresh your... Read more »
How to Prepare for the Expiration of the Tax Cuts and Jobs Act in 2025
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant tax changes for individuals and businesses. However, many of... Read more »
10 Common Tax Return Mistakes to Avoid
Filing your taxes can involve complex financial situations and significant stakes. Ensuring accuracy and leveraging strategic opportunities can help you… Read more »
Should I Retire Before Age 65?
Retiring before age 65 is an exciting goal that includes several personal and financial factors. While early retirement offers more… Read more »
How the Social Security Fairness Act Impacts Your Benefits
On January 5, 2025, President Biden signed the Social Security Fairness Act into law, marking a significant change for many… Read more »
Understanding Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a powerful financial tool that allows individuals to give to their favorite charities directly from… Read more »
10 Financial New Year’s Resolutions for 2025
As the New Year begins, it’s not just a time to reflect on personal achievements but also to assess your… Read more »
Year-End Tax Planning: Effective Strategies to Optimize Your Taxes
As the year winds down, it’s the perfect time to take a closer look at your financial picture. Taxes play… Read more »
Understanding Capital Gains and Losses
Managing your portfolio effectively means understanding how capital gains and losses strategies impact your financial goals. Whether you’re investing for… Read more »
Inheritance
Inheriting assets can be overwhelming, and many people make mistakes because they are unsure of what to do. Whether you… Read more »
Pensions
Over the years we have assisted many clients with countless financial questions. Our experience has exposed us to a wide… Read more »
