Maximizing Retirement Goals
Retirement should be something that every individual thinks about. Gone are the days of company pensions that could sustain you through your golden years. It has become more and more…
Blog
Money Education for the Next Generation
It is no surprise that credit card companies, banks, and loan companies spend an incredible amount of money on marketing their products to consumers. To make matters even worse, the…
8 Tax Breaks You Might Miss Out On
The year is fast approaching and the time to get your financial ducks in a row is getting shorter. Make sure you are getting all the tax breaks you can…
Preparing for the 0.9% Obamacare Tax
With all of the talk about signing up for exchange insurance, losing insurance plans, and broken websites, individuals may not be aware of the 0.9% Medicare surtax that will be…
Handing Down the Family Business
As more and more boomers are getting ready to retire, many are looking at handing down the small businesses that they created. According to Avi Kestenbaum, a partner and co-chair…
Filing Season Delayed
Due to the recent government shutdown, the IRS has announced that there will be a one to two week delay in the start of the 2014 filing season as a…
Do Both You and Your Spouse Understand Your Finances?
Very often in a marriage there is a division of labor between spouses, with one spouse managing the bills and the assets. Most of the time this is a good…
Winning the Retirement Race
As you look ahead to retirement, are you prepared? Have you begun the necessary planning to ensure financial security? In a lot of ways, planning for retirement is like running…
Financial Planning for the Fall
In an article for Money.usnews.com, Kimberly Palmer outlines some shrewd financial suggestions for your fall financial planning. There are just a few months left to take advantage of things like…
Businesses Already Feeling the Effect of Government Shutdown
The Federal Government effectively shutdown operations beginning Tuesday, October 1, 2013, and by the end of the day the shutdown was already affecting businesses. Due to the budget stalemate in…