Feb 3, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Wall Street Journal How to Tell if Your Retirement Nest Egg Is Big Enough This Calculation Might Prompt You to Take Some Winnings Off the Table—Before It’s Too Late By William J. Bernstein Here we go again. During past bull markets, many Americans nearing...
Jan 23, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Money 7 Ways to Trick Yourself into Saving More Money in 2015 These simple strategies can help you squeeze more out of your budget—and end the year with a lot more cash socked away than you started with. If your New Year’s resolutions included growing—or...
Jan 8, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Kiplinger Child-Care Credit by Kevin McCormally A credit is so much better than a deduction; it reduces your tax bill dollar for dollar. So missing one is even more painful than missing a deduction that simply reduces the amount of income that’s subject to...
Dec 17, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
via State of the Markets What To Expect From Falling Oil Prices by Robert Barone, (Ph.D., Economics, Georgetown University) U.S. equity markets appear to be reacting as if there won’t be enough oil. The fact is, at least temporarily, there appears to be more...
Dec 12, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
2015 Tax Law Changes You Need to Know By Kristin Shaw, Go Banking Rates Spoiler alert: The Affordable Care Act is the granddaddy of tax law changes this year. In fact, it’s the largest single change to the tax code in 20 years. It’s a complex one to dig into, so let’s...
Nov 14, 2014 | Accounting, Investments, Savings, Tips, Wealth Management
Charitable contributions made to qualified organizations may help lower your tax bill. The IRS has put together the following eight tips to help ensure your contributions pay off on your tax return. 1. If your goal is a legitimate tax deduction, then you must be...