October 21, 2015

Deciding When To Start Social Security Benefits

Whether you should take social security retirement benefits at the earliest possible date or defer benefits until reaching normal retirement age (or even age 70), depends […]
September 23, 2015

A Quick Recordkeeping Guide

Is your file cabinet overflowing? Do you hesitate to purge tax information because you’re not sure what to keep and what to discard? Here’s a quick […]
September 16, 2015

Retirement Plan Reminder

REMINDER:  You have until December 31, 2015, to take your 2015 required minimum distribution from retirement plans.  
August 12, 2015

Are You Saving For Retirement?

No one can force you to save for retirement, but consider this: Only 5% of the population can retire with financial independence.  
June 3, 2015

Keep Your College Student A Qualified Dependent

Keep your college student qualified as your dependent by meeting the “support” test. Generally, your child cannot provide over one-half of his or her own support […]
May 6, 2015

What Every Spouse Should Know Before Signing A Joint Tax Return

The advantage of filing a joint tax return is well known – you generally save money compared to filing separately. However, there is at least one […]
December 22, 2014

You May Have a Deduction for Moving Expenses

If you moved in 2014 because of a new job location, you may be entitled to a tax deduction for your moving expenses. To qualify for […]
October 31, 2014

Pay Attention to the IRS Rules for Charitable Donations

As the year draws to a close, you may decide to donate cash or property to one or more worthy causes. Besides the satisfaction of helping […]
September 5, 2014

Tax-Saving Strategies for Child Care

Are you a working parent looking for ways to ease the burden of child care expenses? There are several tax-saving strategies available to you. First, there’s […]