Celebrate the spirit of the holiday season while also securing financial benefits through tax incentives.
The goal should be to keep as much of your income as possible.
Now, more than ever, people need to do more planning on their own instead of relying on their employers to do so.
This month is a time to examine your family's financial plan.
Why don’t people plan for what may happen?
Having a plan in place will reduce or eliminate complications.
Providing a comfortable retirement for the U.S. workforce is extremely important to many financial industry leaders. Helping clients reach their full investment potential is the number one goal.
What you don’t know could cost you.
Portions of the Patient Protection and Affordable Care Act, otherwise known as Obamacare, went into effect January 1, 2013 and along with it, tax reform. As part of the law, a 3.8 percent Medicare tax increase will be added to Net Investment Income.
I was surprised when I read an article recently that said the average American has more credit card debt than retirement savings. I guess at some level I understood people needed to reduce their debt and do a better job of preparing for retirement, but I never realized that the debt had exceeded the average Americans long-term savings.
I’ve heard many suggestions about accelerating the economy. One solution that I’d like to share with you would help unfreeze credit for small businesses and provide resources that would ignite local economies. That simple solution is raising the business lending cap for credit unions; something that Congress has debated since 2009.
As we transition into a new year with a focus to accomplish our 2012 goals, I’d like to reflect on an event that I was fortunate to participate in during December.
Earlier this year, Congress passed the Durbin Amendment, which regulates and restricts the charges related to debit card transactions. The effects of the Durbin Amendment are starting to be felt by banks.
There are many stress factors this time of year for parents of college freshmen. There’s dealing with an empty house, coordinating when your son or daughter can visit home, and trying to plan for the next family vacation over the summer.