Financial Longevity: Planning for a Longer Life
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement
March 1, 2018
Resources
Alert: Expired home and education tax breaks revived
Congress passed a federal budget bill in early February that revived dozens of expired tax breaks for the 2017 tax year. They include a deduction for education expenses as well as several tax breaks for homeowners.
February 26, 2018
Answers to commonly asked tax questions
With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have this year.
February 26, 2018
Tax checklist for business startups
Starting your own business can be equal parts thrilling and intimidating. Complying with regulations and tax requirements definitely falls into the latter category. But, with some professional help, it doesn’t have to be that way. You can get started with this checklist of things you’ll need to consider.
February 26, 2018
IRS updates 2018 withholding tables
The IRS recently released updated income tax withholding tables. These updates are a result from changes in the Tax Cuts and Jobs Act (TCJA) passed in late 2017. Employers will have until Feb. 15 to update their payroll systems. Employees will start seeing the changes to their paychecks shortly thereafter.
February 2, 2018
Prep for an IRS audit using your 2017 tax return info
An IRS audit is kind of like a flat tire. It’s inconvenient and frustrating, and if you’re lucky you may never have to experience one. But if you do, you’ll be sorry if you aren’t prepared.
February 2, 2018
January 2018 Market Insight
Can All-Time Market Highs Continue with All-Time Low Volatility?
February 1, 2018
8 Key Life Events that Require Financial Guidance
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here
February 1, 2018
Tips for when your employees are family members
Working with family can be a pleasure. It can also be a pain, especially if you have to terminate a family member’s employment. Here are tips to help you ease the strain of mixing your family and employee relationships.
January 22, 2018
