June 4, 2026
Two Tax Considerations to Plan for After Tax Season
Two tax moves that you should consider implementing after the April 15th tax deadline.
Felton & Peel Blog
Tax Planning
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
April 30, 2026
Rethinking Reverse Mortgages in Retirement
How rethinking reverse mortgages in retirement can insulate your retirement portfolio from common pitfalls.
March 5, 2026
Why Tax Returns Get Flagged: 3 Moves that Can Trigger IRS Audits
When the IRS (or “the Service”) does reach out, it’s usually because something didn’t match: a form the Service already has on file, a number that looks out of step, or a pattern that needs a little explanation.
February 5, 2026
ILITs: The Overlooked Legacy & Wealth Planning Powerhouse
An Irrevocable Life Insurance Trust (ILIT) can turn an ordinary life insurance policy into a multi-tasking estate planning tool.
November 6, 2025
Need Retirement Funds Before 59 ½? It’s Possible
Life happens ahead of schedule. Maybe you’ve retired early or face an unexpected expense. The good news: exceptions allow you to access your savings sooner — without taking the full hit from the IRS.
October 7, 2025
Not Worried About Federal Estate Taxes? Think Again
The federal estate tax threshold is making a leap to $15 million per person. Many states have their own estate or inheritance taxes, with much lower exemptions.
June 30, 2025
3 Tax Surprises That Hit Retirees the Hardest
Retirement should not offer costly surprises or unexpected tax bills. This article highlights three of the most common retirement tax traps.
May 29, 2025
Two Key Tax Strategies for Your Portfolio in a Bear Market
If you're nearing retirement, growing your portfolio, or just trying to stay calm amidst a flurry of scary headlines, knowing how to navigate a down market is just as important as knowing how to grow in a strong one.
May 1, 2025
Baffled By Bitcoin? Five Facts That’ll Set You Straight
Whether you’re skeptical, curious, or somewhere in between regarding Bitcoin. Here are five key facts that will give you a clearer picture.
March 7, 2025
Cryptocurrency Taxes: The Oversight That Could Derail Your Portfolio
The nature of cryptocurrency taxation, the risks of failing to report taxable items, and how to protect yourself against costly mistakes.
December 6, 2024
Cash Balance Pension Plans Could Help Supercharge Your Retirement Saving
Whether you’re behind on retirement savings or simply hoping to beef up your account balances, a Cash Balance Pension plan can supercharge your savings.
November 8, 2024
FSAs vs HSAs Demystified: Navigating Health Savings Choices with Clarity
FSAs and HSAs are like fraternal twins who have distinctive characteristics and tendencies despite their (assumed) similarities.
March 13, 2024
Tax-loss Harvesting: Timing Matters
The end of the year has been the quintessential time for investors to look for tax-loss harvesting strategies, but waiting may hurt you.
January 9, 2024
Capital Gain Distributions & Interest Income: Friends or Foes?
Learn the pros and cons on how capital gain distributions and interest income may affect your income taxes this season.
December 6, 2023
4 Ways to Prepare for the Upcoming Tax Cuts and Jobs Act (TCJA) Sunset
Four of the most important steps to take to understand and prepare for this upcoming Tax Cuts and Job Act (TCJA) sunset.
August 29, 2023
Key Implications of Georgia’s New Flat Tax Rate
Effective January 1, 2024, the flat tax in Georgia will start at 5.49% and decrease by 0.1% over five years until it reaches 4.99% in 2029.
May 4, 2023
How to Set Your Kids Up for Financial Success
One of the most meaningful things you can do is to set your child up for financial success. Preparing for their future can help them launch their adult lives.
March 3, 2023
3 Ways To Stay Ahead On Tax Season
Tax season can be cumbersome. Here are 3 ways to ahead during tax season.
December 2, 2022
Money Advice for the Holidays That People Overlook
During the holidays, money advice is often overlooked. Here are some financial tips you can use during the holidays.
November 4, 2022
What Are Qualified Charitable Distributions (QCDs)?
A QCD is a transfer of funds directly from your Individual Retirement Account(IRA) to an IRS qualified charity.
May 4, 2022
Smart Ways to Spend Your Tax Refund
With the tax deadline behind us, here are some smart ways you should spend your tax refund.
March 31, 2022
Five Things to Know for the 2022 Tax Season
Here are five things you need to know for the 2022 tax filing season.
December 1, 2021
How To Select The Right IRA
Selecting the right IRA can be a great way to build wealth for retirement while offering flexibility and tax savings.
September 28, 2021
4 Important Tax Strategies for High-Income Earners
High-income earners can be limited in their tax reduction strategies, but we will provide 4 important tax strategies they can implement.
September 7, 2021
Personal Finance: The Not-So-Secret Ingredient to Wealth Creation
Getting a grip on your personal finance; how you plan for your future and manage your money, is the foundation of any future wealth success.
September 20, 2018
Donor-Advised Fund: How A “Poor Man’s Foundation” Saves You Money
You may have heard of “donor-advised funds”, but feel confused about them. Are they solely for the rich? How could they work for those with less savings?