Grand River Capital
Key Provisions of the CARES Act As I'm sure you know, the $2 trillion "Coronavirus Aid, Relief, and Economic Security" ("CARES") Act was recently signed into law. The CARES Act is designed to help those most impacted by the …
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This time of year, I always ask my clients the same question: Do you know how the capital gains from the sale of your primary residence will be taxed? It may seem like a simple question, but if you're considering selling your …
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It's easy to wonder if Socially Responsible Investing (SRI) will give a good return. These days, a great deal of research may tell a different story. Even though past performance doesn't guarantee future results, studies have …
The right recordkeeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to consider. Here are some …
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Washington was busy this holiday season. As many of us were looking forward to some well-earned time off, new legislation was passed, and it affects some of the old rules for traditional Individual Retirement Accounts. These …
While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs). As you may have heard, Congress passed legislation late last year that changed …
The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here's a quick look at the changes. Next year, you can put up to $6,000 in any type of IRA. The limit …
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Every year, more than 147 million Americans, just like you, file federal tax returns, according to the Tax Policy Center. Many of my clients often tell me how much they dread searching through their files to locate their mortgage, …
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