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Is your information safe from Cyber Breaches?

By Bruce Ronk, Systems Administrator   |  May 29, 2015

You probably saw the news this week that the IRS reported the theft of tax payer information from their online “Get Transcript” service. It’s frightening to think...

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Don’t overlook FBAR filing requirement

May 28, 2015

If you hold foreign bank or financial accounts and the total value of your account exceeds $10,000 at any time during the calendar year, you may be required to file a Treasury Department report...

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Preserve tax breaks with MAGI management

May 28, 2015

How close to the edge are you when it comes to tax phase-outs? As you begin your midyear tax planning, consider the effects of these benefit-limiting provisions.

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Keywords: magi, tax planning

myRA program now available

May 28, 2015

A new simplified Roth IRA is the latest retirement plan. The account is called a myRA (short for “my retirement account”).

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Keywords: myra, roth ira

Are you Getting the Best Rate of Return on Your Investments?

By Ryan Gilmer, FPA, Investment Advisor   |  May 7, 2015

When it comes to maximizing the rate of return on investment accounts, everyone wants the same thing: lots of return and no risk! Unfortunately, these concepts are intertwined...

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Establish a good business foundation

May 7, 2015

As National Small Business Week shines a spotlight on entrepreneurs, you may be considering establishing your own company. Here are tips to help your new venture get a good start...

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Understand your IRA options

May 7, 2015

So you're ready to open an individual retirement account. But what type of IRA is best for you? Here's an overview to help you decide. IRAs generally fit into two categories...

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April 2015 Market Recap

May 1, 2015

We are now a third of the way through 2015. Here is an update of major market returns for the calendar year: MSCI World ex USA (international stocks) 8.33% S&P 50

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