James Insights: Education
Education
Why do governments use tariffs?
Tariffs are back in the headlines—and for good reason. As global trade tensions heat up and economic stakes grow higher,... Read more »
2025 Tax Planning Strategies: How to Review Your 2024 Federal Return
You might have just wrapped up your 2024 taxes, but now is actually the perfect moment to get ahead for... Read more »
Maximize Health Savings Account (HSA) for Retirement
Why Your Health Savings Account (HSA) is a Powerful Retirement Tool Most people see Health Savings Accounts as a way... Read more »
Meet Your 2025 Fiancial Goals
Why a Q1 Financial Review Matters With the first quarter coming to a close, now is the perfect time to... Read more »
Refresh Your Financial Plan
A Fresh Start for Your Finances Spring is a season of renewal, making it the perfect time to refresh your... Read more »
How to Prepare for the Expiration of the Tax Cuts and Jobs Act in 2025
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant tax changes for individuals and businesses. However, many of... Read more »
10 Common Tax Return Mistakes to Avoid
Filing your taxes can involve complex financial situations and significant stakes. Ensuring accuracy and leveraging strategic opportunities can help you… Read more »
Should I Retire Before Age 65?
Retiring before age 65 is an exciting goal that includes several personal and financial factors. While early retirement offers more… Read more »
How the Social Security Fairness Act Impacts Your Benefits
On January 5, 2025, President Biden signed the Social Security Fairness Act into law, marking a significant change for many… Read more »
Understanding Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a powerful financial tool that allows individuals to give to their favorite charities directly from… Read more »
10 Financial New Year’s Resolutions for 2025
As the New Year begins, it’s not just a time to reflect on personal achievements but also to assess your… Read more »
