What You Need To Know About Tax Reform

PROPOSED TAX REFORM: KEY DETAILS TO KNOW This fall, the Senate and House released proposed legislation that would dramatically alter taxes in the United States.(1) Both bills have to pass through a number of steps before potentially becoming law. In the meantime, many people have questions about how the changes could affect them. Read on to learn more about the following tax details: 1. What similarities the plans share 2. Where strategies differ 3. How… Read More »

End of the year Financial Planning tips

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial planning changes. But taking a few steps now could help you reduce your tax liabilities—and start January on a stronger financial foot. Consider completing the following tasks before 2017 is over: • Make Charitable Donations… Read More »

Retirement Saving at Any Age

No matter your age, the concept of retirement brings with it dreams of replacing your working years with a new life stage. Whatever your vision is for retirement, everyone shares one similar goal: working to ensure you have the income you need to support the life you desire. Of course, everyone’s financial life and goals are different, so the specific strategies you need to implement to create the retirement income you’ll need depends on your… Read More »

The Rising Medicare Scams You Need to Know About

Grace Birnstengel, Next Avenue Associate Editor Open Enrollment time is here, and in addition to navigating the Medicare maze to get the best benefits possible, those eligible for the federal health program for Americans 65+ have another thing to be worried about: Medicare scams. The Federal Trade Commission warns that scammers may pose as “official” Medicare agents over the phone or at the door in an attempt to gather personal information or swindle people into purchasing… Read More »

What do Financial Advisors do?

There are many different types of finance professionals, from financial advisors and tax professionals to investment brokers and bankers. Few of them can have the long term, relationship-based impact that financial advisors can. If you’ve never worked with a financial advisor, you may not really know how he or she can help you. Here is a brief overview of what financial advisors do. Help Clients Plan for Short and Long-Term Goals Financial advisors work with… Read More »