by Angie Duran | Sep 2, 2026 | Uncategorized
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as...
by Angie Duran | Aug 10, 2026 | Uncategorized
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your...
by Angie Duran | Jul 30, 2026 | Uncategorized
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will...
by Angie Duran | Jul 23, 2026 | Uncategorized
Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules for different types of donations so you can maximize your tax benefit — or at least avoid...
by Angie Duran | Jul 21, 2026 | Uncategorized
Publicly funded construction projects can offer valuable opportunities for contractors. However, if you’re interested in such a job, be sure to fully understand the wage requirements before bidding. The federal Davis-Bacon Act (DBA), along with similar state laws...
