IRA Refresher
In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at…
Insights from the “Oracle of Omaha”
In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics –…
Navigating your finances as a couple
Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how…
Savings Ideas for Health Insurance
The growing cost of medical services and health insurance in the United States is a problem that is not isolated to a single demographic. Many people are impacted. The latest…
The Difference Between Tax Preparation Versus Tax Planning and How it Could Help You Save a Small Fortune!
There’s a big difference between tax preparation … and tax planning. Find out why tax planning could save you a small fortune in retirement on Retirement Solutions Radio show, “The…
Tax Tips: Look ahead while looking back at 2018
If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…
Workplace Trends
It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons. We have…
5 Smart Social Security Strategies To Help You Get More Out of Your Benefits!
There are 5 strategies that could help you get more out of your Social Security benefits when you retire. Don’t miss Retirement Solutions Radio show, “5 Smart Social Security Strategies…
The Charitable Contribution Deduction
The good news is, starting this year, taxpayers may now deduct charitable donations totaling up to 60 percent of their adjusted gross income. The bad news, however, is that because…
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