Learning Center

First ... 6 7 8 9 10 11 12 13 14 15 [16]

Subscribe to RSS feed 

Note upcoming tax deadlines

January 26, 2016

Tax deadlines are fast approaching!

Read More

Keywords: tax deadlines

Retire on Your Terms - The Best Methods to Retire on Time


How to keep your retirement on schedule and avoid unexpected costs and pitfalls.

Read More

Keywords: retirement plans  |   2 comments

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...

Read More

Tax extenders renewed; some permanently

January 8, 2016

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...

Read More

Standard mileage rates decreased for 2016

January 8, 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.

Read More

Keywords: irs mileage

2016 Retirement Contribution Limits

January 8, 2016

Quick & easy chart to know your limits for this year.

Read More

December 2015 Market Insights

January 4, 2016

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.

Read More