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While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

Tax Director Jon Lemon, of Durbin Bennett was proud to host a presentation from David Murrah, author and historian.  David discusses his latest book (published by the Texas A&M Press ) on the Lazy S Ranch , one of the larger ranches established in the late 1800’s near the Lubbock area.  The second presentation is from Anthony Furgeson and Nick Seaton who farm in th

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most investing can be done online—there are even apps to help you. From apps to help you save your spare change to stock trading apps, there are options out there for multiple financial situations.

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

We all have different philosophies when it comes to investing our money. Some of us prefer to manage our investments ourselves, while others may want advice from a professional. Regardless of how you manage your money, we’re all human. Which is to say, we all have biases that can affect the way we invest.

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.

What are stock options

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried to keep their small businesses open with few resources.