Posts

April 22, 2015

Today is Administrative Professionals Day, a day set aside to recognize the role of administrative professionals in all fields. Administrative Professionals Day in the United States.

 

April 17, 2015

Today, I'd like to recognize all of the families who entered the United States through Ellis Island. NATIONAL ELLIS ISLAND FAMILY HISTORY DAY – April 17.

 

 

 

 

April 15, 2015

What women may not know about tax planning could undermine their retirement. Use tax season to help educate all of your clients on the role tax efficiency plays in realizing their retirement goals.

 

 

 

April 13, 2015

Follow the link to read about tax treatment of ETFs vs. mutual funds. Under the Hood: Tax Treatment of ETFs vs. Mutual Funds.

 

 

 

 

April 10, 2015

From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam. Follow the link to read about the IRS’ 12 Tax Scams to Avoid in 2015. IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen.

 

 

April 8, 2015

Follow the link to check out Part 1 of this guide to managing real estate investment tax risks. Managing Tax Risks of Real Estate Investments, Pt. 1.

 

 

 

 

April 6, 2015

Tax Facts professionals dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle. 4 Key Questions About Roth IRAs and Taxes.

 

 

 

 

April 3, 2015

April is Financial Literacy Month – 30 days devoted to improving the understanding of saving, investing, and the responsible use of credit.

 

April 1, 2015

When talk turns to paying for college, be ready with a handy chart from FINRA. College Savings Comparison Chart.

 

March 30, 2015

Minimize your tax risk with strategies that can help protect your wealth from tax uncertainty. These strategies can incorporate tax-deferred growth, tax-advantaged income, and tax-efficient wealth transfer solutions to help you reach your goals. Let me know when you are ready to learn more about tax-advantaged strategies.

 

 

 

March 27, 2015

An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Retirement Calculators: Roth vs. Traditional. Please note that this calculator should not be used for Roth 401(k) comparisons.

 

March 25, 2015

About 55% of American adults lack a will or estate plan – this is especially troublesome for those who are parents of young children.

 

March 23, 2015

Today, one out of four 65-year-olds lives past 90. Financial planning shouldn’t stop at retirement.

 

March 20, 2015

Worried about unexpected healthcare expenses later in life? You need a plan.

 

 

 

 

March 18, 2015

Just a reminder: If you or a family member turned 70½ in 2014 and have yet to take your first-year minimum distribution from your retirement accounts, you have until April 1.

 

March 16, 2015

The alternative minimum tax is a shadow tax system that claims more and more individual filers each year. Let’s work together to see if we can create an investment income strategy that might help keep you from joining their ranks. Understanding the Alternative Minimum Tax.

 

 

March 12, 2015

Over one-third of retirees wish they had done more to plan for taxes. Tax diversification needs to be part of every portfolio’s strategy.

 

March 11, 2015

Thinking about your gifting strategy? The 2015 annual tax exclusion for gifts, per donor, to each recipient is $14,000.

 

 

 

 

March 9, 2015

Increasing tax rates, disappearing deductions, and the regrets of previous retirees for not having planned sufficiently for the impact of taxes – we can help develop strategies to make tax diversification part of your long-term plan.

 

 

 

March 6, 2015

Does your employer offer to match your contributions to the company’s 401(k) plan? If so, make sure you are taking full advantage by contributing at least enough to max out your company’s matching contribution.

 

 

 

 

 

March 4, 2015

When it comes to handling the impact of taxes on retirement savings, “Proactive beats reactive, every time,” according to John Kennedy, head of Retirement Solutions Distribution for Lincoln Financial Distributors. Read the article in Life & Health Advisor to learn how planning for taxes can help protect wealth. Click here to view the full article.

 

March 2, 2015

Sixty percent of Americans age 40 or older believe they may need long-term care someday, according to our research.

Fortunately, we have strategies and products that can help protect your wealth from unexpected healthcare costs.

 

 

 

 

February 27, 2015

Over 10 years, the U.S. tax code has had 4,400 changes. Let’s talk about how to potentially maximize your after-tax returns.

 

 

 

 

February 23, 2015

Who do you think should be responsible for long-term care costs?

 

 

February 20, 2015

Staying financially fit takes the same type of resolve as staying physically fit. And that resolve is fueled by self-motivation.

 

 

February 17, 2015

Acquiring wealth is one thing, protecting it is another.

 

 

February 11, 2015

Twenty-one percent of current retirees wish they had done something differently when planning for the impact of taxes on their retirement savings. What would they have done?

 

 

 

 

 

February 9, 2015

Do you know what retirees spend the most money on each year? On average, taxes dominate spending in retirement. While many individuals focus on having sufficient savings to cover their health and healthcare-related, travel, and household expenses during retirement, they tend to significantly underestimate the impact of taxes.