Keep It Simple Blog

Ensure a smooth transition into retirement with this comprehensive guide on retirement and estate planning. Learn the purpose and benefits of estate planning, explore essential documents, and discover strategies for protecting assets. Identify your estate planning goals and consider legacy planning and long-term care. Regularly review and update your plan to align with changing circumstances. Seek personalized advice from professionals for a well-prepared retirement and estate plan that secures your financial future and leaves a lasting legacy.

Are you a homeowner looking to lower your property taxes? Discover effective tips to protest your property tax appraisal and save money on homeownership expenses. Learn how to navigate the impacts of increasing home values, and why managing your property taxes is crucial for preventing compounding costs over time.

Real Estate Investing and Affordable Housing: Expert Jacob Millican Weighs In | Redfin's Guide to Finding Affordable Housing

Does a roth conversion make sense for my financial plan? What are the advantages? What could go wrong? Like almost everything in financial planning, it's depends on your situation.

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

By this time of year, most mortgage services providers have sent out their annual escrow disclosures. And for many Texans, their homeowner’s insurance policy fee has increased and even more likely, their property taxes went up again. Beyond paying more just sucks, it can causes headaches with escrow balances.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.