The Tax Cuts and Jobs Act: What You Need to Know (Part 2)

Granted, the tax bill and the media will continue to focus great attention on tax brackets and whether they are lower or higher for middle-class America. However, ultimately what is important is determining your new taxable income, since it is your … Continue reading →

The Tax Cuts and Jobs Act: What You Need to Know (Part 1)

The Tax Cuts and Jobs Act is voluminous, so I will address four or five salient points in subsequent posts. Stay tuned for even more information on how the new tax bill will affect you and your finances. And of … Continue reading →

Tax Reform or Simply Slashing Corporate Taxes?

If you’re worried that what you don’t know about this 1,000+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations most relevant to you since final version of the bill has been … Continue reading →

Income in Retirement: 3 Mistakes New Retirees Make

Income in Retirement should be the happy result of lifelong savings, yet somehow, this has become a hugely complicated issue and one that the Government likes to meddle in, changing up the rules as often as they can! Or so … Continue reading →