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.
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.
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 can protect your assets should you have to pay for skilled custodial care. Learn more in this week’s Insurance Tip.
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.
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.
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.
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.
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.
Small businesses who don’t comply with the Affordable Care Act may be able to avoid penalties with HRAs. We explain in this week’s Insurance Tip.