Posted by Denise Kovach, CFP®, AIF® Now (tax season) is a good time to double check your earnings history on your Social Security statement to confirm that it is accurate.
Do this to maximize your Social Security Benefits Read More »
Posted by Nancy Hecht, CFP®, AIF® We always hear of wacky things that people try to deduct from their taxable income – these happen to be deductions that, surprisingly so,
Wacky but real – can you take these deductions also? Read More »
Posted by Nancy Hecht, CFP®, AIF® According to Fidelity Investments, female investors have outperformed male investors in the past decade. We are not selfish, so I will share with you
We are better than you! At least when it comes to investing. Read More »
Posted by Nancy Hecht, CFP®, AIF® Who doesn’t love tax time! So many colorful thoughts and words come to mind. Here are some RED flags for you to avoid so
These red flags can cost you some green Read More »
Posted by Gary Abely, CFP®, AIF®, CPA I know, it seems like yesterday we were gathering our documents for our tax preparer for the 2015 tax year. The 2016 tax
Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours in a day are not enough, and when the stock
When life is too much to handle… Read More »
Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is government backed. This program enables you to withdraw a portion
Is a Reverse Mortgage Right For You? Read More »
Posted by Nancy Hecht, CFP®, AIF® While many taxpayers have payroll deduction retirement plans, it does not necessarily prevent you from making a deductible IRA contribution. If you are married
You may be able to cut your 2016 tax bill Read More »
Posted by Gary Abely, CFP®, AIF®, CPA “Volatility is not risk, it is the source of future returns.” – Jan. 10, 2016 “Volatility” can be measured by using the standard
2016 Quotes that may resonate in 2017 Read More »
Posted by Nancy Hecht, CFP®, AIF® A fresh new year is once again upon us. It’s the time to be thankful for the blessings of the past year and to