Blog
Will rising interest rates affect you?
For almost the entire past decade, interest rates held steady at near-zero levels. Then, in mid-December 2015, the Federal Reserve raised rates by one-quarter percentage...
Update your tangible property expensing policy
In 2013, the IRS issued regulations clarifying when tangible real and personal business property can be expensed.
The myRA: A new simplified Roth IRA is the latest retirement plan
If you haven't yet begun saving for retirement, a myRA may be a reason to start.
Plan for changes to social security
The Bipartisan Budget Act of 2015 made two changes to social security benefit strategies.
Save Money on Your Property Taxes with Ohio’s Homestead Exemption
Every year, many of Ohio's senior citizens and permanently and totally disabled Ohioans save an average of $435 on their property taxes by way of the Homestead Exemption.
Bonus depreciation in 2016: Better than before?
The tax extenders law passed in mid-December changed some of the rules for claiming bonus depreciation in 2016.
Benefit from Section 179 depreciation changes
Did you know the tax extenders law made modifications to the Section 179 expensing election ?
January Market Insight
Markets are off to a lousy start in 2016. A down market is when you need good advice the most.
Get the right paperwork to claim charitable deductions
What supporting documentation do you need to claim charitable deductions on your federal income tax return?
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...
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.
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...
2016 Retirement Contribution Limits
Quick & easy chart to know your limits for this year.
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...
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.
2021 Archive
2020 Archive
