Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing tax-advantaged savings, and aiming for one small, intentional tax bill.

Before filing, it’s a good idea to double check your IRS Forms 1099. They remind you that you earned interest, received a ...

The specialized tax rules apply to the sales of gold bars, or bullion. But even indirect exposure to gold could trigger higher taxes. Major ETFs for the gold market, such as SPDR Gold Shares GLD, warn ...

The strongest accounting relationships are built on steady, ongoing communication. A quick 10-minute call once a month can ...