Taxes

woman looking down at tax documents on the table

What You Should Do If You Think Taxes Are Going Up

By Melissa Joy, CFP®, CDFA® / February 1, 2021

Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low […]

Will My Michigan Pension be Taxed?

By Melissa Joy, CFP®, CDFA® / October 22, 2019

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees […]

accountant sitting with computer, paper, coffee and other supplies

Tax Aware Investment Strategies Webinar Recap

By Melissa Joy, CFP®, CDFA® / June 21, 2019

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax […]

Actionable Steps for Taxes

By Melissa Joy, CFP®, CDFA® / April 26, 2019

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up […]