-
Overlooked Tax Breaks You Can't Afford To Miss
Each year, Americans continue to overlook tax breaks that may have put money back in their pocket. While many taxpayers would prefer to pay the ... -
How does your retirement account stack up?
It’s natural to wonder how you compare to your peers – especially when it comes to financial matters. From the amount of debt to the ... -
How will IRS budget cuts impact your chances of an IRS Audit (and steps to ...
The Internal Revenue Service has continued to slash their budget year after year. In fact, the IRS budget for 2017 is $236 million less than ... -
5 Steps to prevent you from outliving your retirement nest egg
One of the greatest financial fears experienced by retirees is outliving their assets. The weight of this concern can be so great that it often ... -
Smart money moves for 2017
As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. ... -
Overcoming the 3 Biggest Financial Regrets
Life is filled with an overwhelming number of financial choices. Like many decisions in life, there are certainly some financial matters we might have handled ... -
Simplifying the gifting process
Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes ... -
6 Steps to take after losing your job
Facing unemployment can be one of the most overwhelming challenges in life. From concerns over handling basic necessities like day to day living expenses to ... -
Social Security changes for 2017
For many retirees, Social Security serves as the foundation of their income strategy. In fact, the Social Security Administration estimates that nearly 61 million Americans ... -
Year End Tax Tips for 2016
With a little over two months left before year-end, the window is closing to address your taxes for 2016. Too often, tax payers take the ...