Don’t Follow The Rules, Follow the Principle

7 years ago

Posted by Joe Bert, CFP®, AIF® Many of us are likely familiar with the accounting world’s Rules v. Principles ethics…

Tax time, Again!

7 years ago

Posted by Gary Abely, CFP®, AIF®, CPA I know, it seems like yesterday we were gathering our documents for our…

How Social Security retirement age rules impact clients

7 years ago

Under the original rules for Social Security, workers became eligible for a benefit upon reaching their full retirement age of…

Everything You Need to Know About Required 401(k) and IRA Withdrawals

7 years ago

If you are one of the millions of Americans with a retirement-savings account, three of the most important letters in…

When life is too much to handle…

7 years ago

Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours…

9 IRS Audit Red Flags for Retirees

7 years ago

In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns.  So the odds are generally pretty…

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