How to Cut Costs if You're Spending Too Much
Cutting your costs starts with finding out where and when your spending occurs. Read what to do in this week’s Financial Tip.
Market Growth and Dividends Can Cause Skewed Allocations in a 401(k)
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
Market Roundup: Positive Week as Dow Breaks 20,000 Mark
Indices closed in the red zone on Monday, likely a result of President Trump’s comments that he would “shake up” trade, taxes and regulations.
Quickbooks: Use Recurring Transactions
Business owners can save time with repeating transactions in QuickBooks to ensure they are processed as scheduled. Read all about it in this special QuickBooks Tip.
Long-Term Care Insurance as a Protection Planning Tool
Long-term care insurance can protect your assets should you have to pay for skilled custodial care. Learn more in this week’s Insurance Tip.
Dodging Tax Penalties
No one wants to pay a penalty. Taxpayers should be aware of what mistakes may incur a penalty with the IRS. Learn more in this week’s Tax Tip.
Grandparents Can Help Bridge the College Cost Gap
If you’re interested in helping your grandchild attend college, there are tax advantageous ways to help. We explain in this week’s Financial Tip.
Record Retention: Deciding Which Financial Records to Keep
Tax Manager Dan DiLuzio, C.P.A., leads the show’s case study conversation on what files individuals need to keep when it comes to financial receipts and statements. He also discusses how to dispose of files and offers tips on the best way to store important documents.
Market Roundup: Inauguration Rally on Friday Still Left Markets Down for the Week
For most of last week, the market was fairly lackluster. While the U.S. markets were closed Monday in honor of Martin Luther King Jr., the British pound dropped to a three-month low, which led to a decline in the FTSE 100 and Stoxx 600 in Europe.
Not Business as Usual for Employers: W-2 and 1099-MISC Filing Dates Moved Up
To combat tax filing fraud, the IRS will delay refunds that claim certain tax credits. Read all about it in this week’s Business Tip.