Turning 73 soon? Here’s a wish no one makes when blowing out the candles on their cake: paying a 25% penalty on a portion of their hard-earned retirement accounts.
We can help you reduce the risk of this happening—no birthday wish required!
Read MoreWith the federal government phasing out paper checks for payments and refunds, having an online account with direct deposit and payment information is becoming functionally necessary.
Read MoreFor individuals who hold company stock inside a 401k or other employer-sponsored retirement plan, the IRS offers a little‑known tax break called Net Unrealized Appreciation (NUA).
This strategy can significantly reduce taxes in retirement—if you know how and when to use it.
Read MoreBeginning in the 2026 tax year, the One Big Beautiful Bill Act is making permanent a charitable deduction for non-itemizers.
Read MoreHow do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreWhether you eagerly file your tax returns at the first opportunity or extend your returns every year, many people are left with the same question: where is my refund?
Read MoreWe are a women-owned firm delivering financial planning, investment management, & tax services.
3500 DePauw Boulevard,
Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268
317.872.5090
855.872.5090 Toll Free
317.872.5095 Fax
