Does the recent downturn in the market have you second guessing your investment choices? Don’t worry, you’re not alone. The volatile markets are back and most
Planning for 2016 could be confusing and investors still need to be watchful. Rising interest rates, a volatile stock market, an active political landscape and
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse
Protecting your identity is crucial in this digital age we live in. The IRS recently launched an educational campaign called “Taxes. Security. Together.” to
First, let me stress that no one who is currently collecting Social Security benefits will be affected by the prospective changes to rules determining who can
The recently passed Bipartisan Budget Act of 2015 includes major changes to Social Security. This legislation opens up significant opportunities for those who
Despite all of the news we have heard about tax simplification, the current tax code still remains a complex combination of regulations, statutes, rulings and
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If you inherit a retirement account, such
Peter Lynch, the famous stock picker once said, “Most investors would be better off in an index fund.” I wondered if this was true, so I set out to find the
Typically, bond prices and interest rates move in opposite directions. This means that when interest rates rise, bond prices tend to fall, and conversely, when
The traditional contribution ("front door") for Roth IRAs is currently not available for higher income earners. Married couples earning $193,000 or more and
