The SECURE Act – 3 Tax Changes That May Impact You
Happy New Year! Just before Christmas, Congress passed a spending bill, which the President signed into law. Attached to that bill was the SECURE Act, which is an acronym for…
From interesting events to inspiring stories - and yes some financial insights too - check out our recent blog posts.
Tax Actions To Consider As The Year End Approaches
The Tax Cuts & Jobs Act passed in 2017, brought about various tax changes that affected most individual tax payers. Following are various changes to consider as we reach the…
It’s 5/29 – National 529 College Savings Plan Day!
Since they’ve named a day after it, we thought it would be a good time to provide a rundown on these plans and how the new tax law expanded them.…
“Tidying Up” After Tax Time – What to Keep & What To Shred
Anyone else out there a fan of the Netflix show “Tidying Up?” The Marie Kondo decluttering craze, has us thinking about the piles of paperwork you may have accumulated over the…
10 Smart Uses for Your Tax Refund
If you have a refund check coming your way, consider using it to bolster your personal balance sheet. The average refund is usually around $3,000, and most people receive the…
Risk Equals Risk
How much market fluctuation can you stomach? As the media focuses on the excitement of soaring markets, that may not feel like the question anyone is asking. However, it’s the…
“The Stuff You Never Look at Review” and Why You Need One
We get it, life is busy. The days turn into weeks, weeks into months, and before you know it your sweet little toddler is all grown up and heading…
5 Reasons Why Millennials Should Embrace Capitalism
A new Harvard poll shows that the majority of 18- to 29-year-olds reject capitalism. Is this just the typical rebellion seen with each generation or is there something more to…
How to Research Charitable Organizations
The Wounded Warrior Project has been in the news recently for all the wrong reasons. You may have heard about the lavish spending and relatively low percentage of donations being…
IRS Announces IRA and Retirement Plan Limits for 2016
Many IRA and retirement plan limits are indexed for inflation each year. On October 21, 2015, the IRS (in IR-2015-118) issued the inflation-adjusted numbers for 2016, and most remain unchanged…
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