March 6, 2020

To File Jointly or Not to File Jointly, That’s the Question

For many married couples, filing a joint tax return is a good idea, but there are exceptions. Over 90% of married couples file a joint federal tax return, but it’s still a good idea to evaluate if filing jointly is the most advantageous option for your family.

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February 13, 2020

What Should You Do With Your Tax Refund?

It’s tax season. That means that nearly everyone in America is participating in the annual activity of filing their taxes. We do this to calculate our adjusted income for the year and determine if we still owe taxes.

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February 12, 2020

Top 5 Social Security Myths Debunked

Myths and misperceptions keep circulating about Social Security, making it challenging to decipher what is real and what’s false. As more and more baby boomers become eligible for their retirement benefits, these myths are worth debunking.

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February 4, 2020

Financial Planning Update for 2020

Hi everyone and thank you for joining us today, my name is Stephen Rischall, I am a Certified Financial Planner and I’m one of the partners at Navalign.

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