Admittedly we are not Certified Public Accountants and so we are NOT directly rendering specific tax advice. Rather, we will leave that to your CPA, whom undoubtedly already reached out with their own recommendations and advice. Inasmuch as the tax … Continue reading →
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 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 →
The Good News: Social Security Benefits to Increase in 2017 The annual cost-of-living adjustment (COLA) can provide an increase in the benefit amount people receive each month. By law, the monthly Social Security and Supplemental Security Income (SSI) federal benefit … Continue reading →
Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →
