Blog
Get the right paperwork to claim charitable deductions
What supporting documentation do you need to claim charitable deductions on your federal income tax return?
Be aware of inflation-adjusted 2016 tax numbers
Certain tax numbers are adjusted for inflation each year. This year, many of the numbers are unchanged or change only slightly from 2015 amounts.
Make time for a conversation with your parents about finances
Discussing finances with your parents may be a talk none of you are eager to tackle. But addressing the topic can benefit your entire family by clarifying your parents? wishes...
Retire on Your Terms - The Best Methods to Retire on Time
How to keep your retirement on schedule and avoid unexpected costs and pitfalls.
Say Goodbye to Some of Our Creative Social Security Claiming Strategies
On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. This changes some of the creative claiming strategies which have been part of plans...
Standard mileage rates decreased for 2016
The standard mileage rates you can use to calculate your deductible vehicle expenses during 2016 for business, medical, and moving mileage have decreased from last year.
Tax extenders renewed; some permanently
In December, Congress extended tax breaks known as "extenders" retroactively to the beginning of 2015. In addition, the new law makes some of the rules effective through 2019...
2016 Retirement Contribution Limits
Quick & easy chart to know your limits for this year.
December 2015 Market Insights
With most market indexes flat to negative in 2015, investors have been left wondering if there was any place they could have put their money this year that would have delivered respectable gains.
2019 Archive
2016 Archive
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