Lisa Hay, CPA, CFP®, is a Lead Advisor for Cornerstone Capital Advisors, an independent, fee-only financial firm. Lisa serves as a trusted advisor and personal CFO, helping clients achieve their financial, retirement, and legacy goals. She has written five books on various topics related to retirement and personal finances and contributes as a RetireMentor for MarketWatch.com.
The 10 Most Overlooked Tax Deductions and Credits
Don’t ignore these tax breaks, which could save you money come April 15.
What Married Taxpayers Lose By Filing Separately
If you’re married, deciding how to file your taxes—jointly or separately—may make a difference in how much you pay. Here’s what you need to consider.
5 Tax Law Changes in 2015 You Need to Know
Increased 401(k) limits can help savers put away more money for retirement in 2015—but some new restrictions are coming for IRAs.
15 Year-End Tax Moves to Lower Your Tax Bill
Year-end planning is about finding the right year in which to earn additional income or to spend money on more tax deductions.