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5 Smart ways to invest your tax return
The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ... -
Why your portfolio may be overdue for a rebalance
The market has been on a tear since the election. According to Bloomberg, the rally has added over $2.8 trillion in value to the U.S market and we witnessed ... -
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 IRS as little as possible, ... -
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 the previous year, representing a ... -
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 impairs the ability of retirees ... -
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. For those making resolutions, finances ... -
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 owed by taxpayers each year. ... -
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 will receive Social Security payments ... -
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 time to review their tax ... -
Financial Planning for the Surviving Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ...
