Brian Fritzsche, CFP®, CFA, CRPC®

This article compares costs and benefits of refinancing a mortgage.

This article reviews how Social Security benefits are taxed at the federal and state level and offers suggestions for minimizing the taxation of these benefit payments.

The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions.  This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.

With many parents struggling to help finance their children’s schooling, the 529 plan remains one of the best options when it comes to saving for college.  This article provides an introduction to 529 plans and explains how they can be utilized to help achieve your family’s educational goals.