Your Tax-Preparation Checklist

Your Tax-Preparation Checklist

By Scott Hamilton Believe it or not, tax season is here! And if you’re still recovering from the holidays, the last thing you probably feel like doing is tackling your 2021 taxes. Here’s some motivation to help you get started: the better prepared you are, the sooner...
What is My Tax Bracket for 2020?

What is My Tax Bracket for 2020?

The IRS recently released the new tax brackets for the 2020 tax year, so now you can start thinking about how to handle your 2020 finances in a tax-efficient way. The seven 2020 tax rates themselves didn’t change (they are the same as those in effect for the...
DFA Funds Explained

DFA Funds Explained

DFA Funds Explained Have you ever wondered – WHAT EXACTLY IS A DFA FUND?   WHY ARE DFA FUNDS UNIQUE? WHY ARE DFA FUNDS CONSIDERED TO BE A PRIME SOURCE OF INVESTMENT? DO I NEED DFA FUNDS IN MY INVESTMENT PORTFOLIO? DFA is the acronym for Dimensional Financial...