Insights & Understanding

The tax season is officially here. If you haven't already, now is the time to get prepared.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

List to Stan Robare, lead Financial Advisor of Robare and Jones Wealth Management cover changes in equities and bonds

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.

Read here to find out more about what's been going on in the markets and best practices to financially and tax plan for the future!