Key moves that may help reduce your 2016 tax bill

When it comes to tax planning, procrastination can be costly; the deadline for implementing most investment-related strategies to help reduce your tax bill for this year is December 30, 2016.  We have assembled a number of valuable tips you may be able to implement before the year ends to help reduce the amount you send the IRS.

Read the rest of the story.

Recent Posts

Trump tariff impacts on your investments: hold or sell?

https://www.youtube.com/watch?v=yGKGpM95LqAJoe Bert (The Oracle of Orlando®) Discusses the sweeping tariffs enacted by President Donald Trump…

3 weeks ago

Unmasking Annuities when security comes at a cost | On The Money Transcript

Speaker 1 (00:00): Financial planning and investment management services provided through Certified Advisory Corp cac,…

4 months ago

Changes to Social Security’s Online Services

The Social Security Administration (SSA) is transitioning to a new login platform to enhance security and…

9 months ago

How Will Congress Fix Social Security?

It seems like every news cycle includes an article about how the Social Security trust…

11 months ago

Why Betting Your Investment Portfolio on the Presidential Election is Like Picking Your Retirement Date Based on a Horoscope

Investing based on the outcome of an upcoming presidential election is a bit like deciding…

11 months ago

A Big Congratulations to Dave Balakrishnan, AIF®, MBA – Now Dave Balakrishnan, CFP®, AIF®, MBA!

We are delighted to announce the latest addition to our team of 15 CFP® professionals…

12 months ago

This website uses cookies.