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Investments

Investments

There’s a lot of debate on whether the Tax Cuts and Jobs Act of 2017 will help grow our economy or add trillions in debt to the federal balance sheet. While only time will tell the true impact on the US economy, most of our clients are more concerned about the bottom-line impact on their personal taxes. At first blush, it appears some of our clients may see tax savings while others may wind up with more taxes due. To help give you an idea of how this could impact your taxes, I’ve listed several items that stand out to me as the most likely to impact the taxes of our clients.

Thursday, October 26, 2017

Holiday Spending Tips

For many of us, autumn is filled with outdoor activities, spending time with extended family, and the start of an expensive holiday season. Before you hit the mall on Black Friday or make your online purchases on Cyber Monday, consider these tips for getting the most out of your holidays while minimizing your expenses.

Friday, September 29, 2017

Locked & Loaded

Identity Theft Revisited

In the wake of the recent Equifax data breach, I thought I’d update and republish my article on identity theft from earlier this year. Identity theft is becoming a greater concern as our personal information becomes easier for thieves to access. While you can’t stop someone from hacking your employer’s or your favorite retailer’s data centers, there are things that you can do to reduce the likelihood of having your information stolen and minimize the potential losses if a theft occurs.

While many same-sex couples have done some estate planning, few have truly created an estate plan as a couple. For example, most people name a beneficiary on their retirement accounts or insurance policies, but fail to name a back up or contingent beneficiary. As I tell my clients, it is important to have a back up just in case it’s a tie!

Thursday, August 03, 2017

Social Security Income

Why early birds get smaller worms

When considering Social Security income, most people think it best to take the income as soon as they are able. In most cases, this would be starting their income at age 62. While this strategy works for some, there are some other options to consider.

 

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