2020 Social Security Benefits

Take a look at how Social Security benefits have changed and learn a little more about retirement benefits and taxes.

Retirement Contributions Get a Boost in 2019

For the first time since 2013, the IRS is raising the contributions limits for IRAs. The maximum contribution for 401(k) accounts and IRAs is increasing by $500 for 2019. If you have not already done so, now is the time to plan for contributions

Tracy Wells Achieves NSSA Advisors Certificate

Tracy Wells, Investment Advisor Representative and Financial Planning Specialist, has achieved her National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.

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.

New Year, New Numbers

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

Don’t fall for fake charity scams

After disaster strikes, people often want to help those in need. Unfortunately, this is also when fake charities pop up. The IRS recently reported an uptick in emerging charity scams since hurricanes Harvey, Irma and others made landfall.

Steps to avoid a name mismatch audit

If you changed your name for any reason during the past year, you will need to file Form SS-5, Application for a Social Security Card, with the Social Security Administration (SSA) to notify them of the name change before you submit your 2017 tax returns…

Social Security News

The Social Security Administration announced earlier this year that they will be mailing out fewer Social Security Statements. Only people age 60 and over will receive annual statements in the mail.