Does the New Tax Plan Affect Your Deductions?

As you have probably heard by now, in December Congress finally passed a sweeping reform to our income tax system. While many of the bill’s effects remain to be fully

Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life

How Your Income During Retirement Can Affect Social Security Benefits

For many of our clients, an earlier retirement is both appealing and possible. You’ve established a sizable portfolio for yourself, and your retirement income should be generous enough to provide

Consider These Risk Factors Before You Retire

The decision to retire can feel like a leap into the unknown, but it certainly doesn’t have to be that way. After years of careful planning and consultation with us,

Plan Your Charitable Contributions Carefully

At this time of year, we’re all feeling even more generous than usual. It feels great to help out a favorite charity or two, and we enjoy the added incentive

6 Ways to Protect Yourself from Con Artists

If you’re retiring comfortably, or still in the process of accumulating a sizable retirement fund, you face fewer risks than other retirees. Unfortunately, you’re also at greater risk of one

Take These Tax Planning Steps Before the End of the Year

Tax planning might be the last thing you want to think about at this time of year! But because many tax breaks are based on actions you took before December

Contribution Limits Will be Higher in 2018

If you’re participating in a qualified retirement account, you know that it carries more than one benefit. Yes, the account helps you save for retirement and even allows your employer

Social Security COLA for 2018 Announced

Whether you have already retired and filed for Social Security, or you’re still planning for the future, it makes sense to stay informed on issues that might impact those benefits.