New Tax Extender Legislation – Individual Provisions
The “Protecting Americans from Tax Hikes Act of 2015” extended or made permanent some tax of the popular personal tax credits.
When is the best time to begin claiming Social Security benefits?
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
Estate Planning Strategies in a Low-Interest-Rate Environment
With interest rates still at or near historic lows, you have several estate planning opportunities.
Don’t Be Scammed By Fake Charities
It’s that time of year when scammers pretend to be charities. Check the charity at IRS.gov before you donate. Learn more in this week’s Tax Tip.
What is a phased retirement?
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.
Will Your Favorite Tax Benefit Expire?
Review the expiring tax provisions to see how you may be affected if they are not extended. We explain in this Tax Tip.
Congress Suspended the File and Suspend Strategy
Congress passed the Bipartisan Budget Act of 2015, which eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.”
Market Roundup: Low Crude Oil Prices Weight on the Market While Fed Raises Interest Rates
The markets started the week on a positive note with Energy and Telecom stocks posting slight gains ahead of the December Federal Reserve meeting. The good news continued Tuesday as Energy stocks stepped up on a rebound in crude oil. Consumer prices held steady in November, as the Consumer Price Index was unchanged last month after climbing 0.2% in October. Discounting food and energy prices, the CPI jumped up 0.2% in November. The week’s rally continued on Wednesday when stocks stepped up on news from the December Federal Reserve meeting where policymakers boosted the benchmark interest rate by a quarter of a percentage point to between 0.25% and 0.50%. On another note, Energy stocks traded lower on a dip in crude oil. The markets closed trading at session low levels on Thursday. Labor Department data showed initial jobless claims decreased by 11,000 to 271,000 last week, while continuing claims fell by 7,000 to 2.238 million. The slip continued on Friday when the market closed at session lows. Stocks declined amid another downswing in oil.
In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Six Steps to Get Your Business Startup on Track For Long Term Success
The hard and bleak reality is that the majority of small business startups fail. Create a plan for success. We give the basics in this week’s Business Tip.