-
Recent Posts
Recent Comments
Archives
- March 2020
- December 2019
- October 2019
- August 2019
- July 2019
- June 2019
- April 2019
- December 2018
- July 2018
- June 2018
- May 2018
- March 2018
- January 2018
- November 2017
- October 2017
- July 2017
- May 2017
- February 2017
- January 2017
- November 2016
- October 2016
- September 2016
- August 2016
- June 2016
- April 2016
- February 2016
- January 2016
- December 2015
- August 2015
- July 2015
- June 2015
- March 2015
- January 2015
- December 2014
- October 2014
- September 2014
- August 2014
- July 2014
- April 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
Categories
Meta
Tag Archives: Taxes
6 Social Security Traps to Avoid
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54, according to the Social Security Administration. She was 65 years old at the time. She passed away at … Continue reading
Tax Traps to Avoid in Retirement
Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading
TAX SIMPLIFICATION – DON’T BET ON IT!
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. This past year, Halloween was barely over when House Republicans introduced their version … Continue reading
Posted in Financial Advisor, Financial Planner
Tagged AMT, Capital Gains Tax, Corporate Tax Rate, Economic Expansion, Estate Planning, Estate Tax, GDP, Medicare, New Tax Code, Obamacare, President Trump, Roth IRA, Tax Foundation, Tax Policy Center, Tax Reform, TAX SIMPLIFICATION, Taxes, Wall Street Journal
Leave a comment
Avoiding 8 Big Mistakes in Retirement
Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and … Continue reading
Posted in Financial Planner, Investing
Tagged Asset Allocation, Economy, Fraud, GDP, Health Care, Home Equity, Inflation, Interest Rates, Investment Mix, Lifestyle, Retirement, Retirement Planning, Social Security, Stocks, Taxes
Leave a comment