Tax Planning
August 4, 2010
Still No Estate Tax Conclusion
Categories: Current Events, Estate Planning, Retirement, Financial Planning, Tax Planning
Well what are they waiting for? The year is almost two thirrds of the way through and it is unlikely that Congress will pass anything until at least the fall.
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July 27, 2010
Don’t Just Max Out, Catch Up!
Categories: Retirement, Investments, Financial Planning, Tax Planning
If you'll be age 50 or older as of year-end, you can make extra "catch-up" contributions to certain types of tax-favored retirement accounts.
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June 29, 2010
How to Lower Your Self Employment Taxes
Categories: Business Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
Are you self employed and tired of paying to much in taxes? Here are some methods to lower your self employment taxes.
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June 15, 2010
More Taxes For the “Wealthy”
Categories: Business Planning, Current Events, Retirement, Investments, Tax Planning
The health-care bill that Congress passed in March contained two surprising new taxes to help pay for the changes: an extra 0.9% levy on wages for couples earning more than $250,000 ($200,000 for singles) and a new 3.8% tax on investment income on those same people (technically, people with "adjusted gross incomes" above those amounts).
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May 18, 2010
Can Trying to Save on Taxes Cost You?
Categories: Retirement, Financial Planning, Tax Planning, Year End Planning
There are many tax planning techniques that can benefit you. Some however may actually net you a loss. Here we discuss 5 traps that can potentially hurt you.
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May 11, 2010
Four in Five Americans Will Fall Short of Retirement Income Needs
Categories: Retirement, Investments, Financial Planning, Tax Planning
What can you do to make sure you are not one of them?
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April 29, 2010
Am I Using the Correct Financial Advisor?
Categories: Estate Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
A lot of people call themselves "financial advisors" here we help you understand the differences between advisors so that you can identify which advisor is the best for you.
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April 15, 2010
5 Social Security Tips
Categories: Estate Planning, Retirement, Financial Planning, Tax Planning
Social security can be very confusing. Here are 5 tips to help you get the most out of social security.
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March 24, 2010
Tax Deadline is Approaching!
Categories: Current Events, Tax Planning, Year End Planning
With less then a month until the April 15th tax filing deadline...here are some helpful reminders.
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February 24, 2010
IRAs Traditional vs. ROTH
Categories: Retirement, Financial Planning, Tax Planning
What type of IRA is best for you? Here we discuss the differences including the advantages and disadvantages of Traditional and ROTH IRAs.
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