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2019-03-08 15:06
On March 9, 2009 the market downturn fueled by the financial crisis bottomed out as measured by the S&P 500 Index. On that day the index closed at 677. As we approach the tenth anniversa… Read More
2019-03-05 01:05
One of the big topics this tax season is SALT. This is not a seasoning for food, but rather SALT stands for state and local taxes. The treatment of these expenses in terms of their deductibi… Read More
Will My Social Security Be Taxed?
2019-01-28 13:19
Contrary to what some politicians might say, your Social Security benefits are not an entitlement. You’ve paid Social Security taxes over the course of your working life and you’… Read More
My Top 10 Most Read Posts Of 2018
2019-01-01 14:05
I hope that 2018 was a good year for you and your families and that you’ve had a wonderful holiday season. For us it was great to have our three adult children home and to be able to s… Read More
Charitable Giving And Tax Reform
2018-12-14 15:06
The Tax Cuts and Jobs Act passed in December of 2017 marks the biggest overhaul in the tax code in many years. One area that will be impacted under tax reform is charitable giving. While cha… Read More
7 Tips To Become A 401(k) Millionaire
2018-11-22 00:39
According to Fidelity, the average balance of 401(k) plan participants stood at $104,000 at the end of the second quarter of 2018, just shy of the all-time high level of $104,300 at the end… Read More
4 Things To Do When The Stock Market Drops
2018-10-10 21:03
Today the stock market took a hit. The Dow Jones Industrial Average fell almost 832 points or about 3.2%. The S&P 500 lost almost 3.3%, its fifth decline in a row. Higher Treasury yields… Read More

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