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Financial tips

What You Need to Know About the Property Tax Deduction
February 11, 2019

By now, you have probably heard that the sweeping federal income tax reforms have impacted the way many people itemize their deductions. In particular, the property tax deduction limit has caught plenty of attention (and complaints). So, what do you need to know about claiming this deduction, and how will…

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Keep Yourself Safe From Social Security Fraud
January 6, 2019

What would you do, if you received a call from a Social Security representative informing you of a problem with your benefits? Understandably, you might feel frightened, and want to comply with their directions immediately. No one wants to lose their benefits or endure months of hassle with confusing paperwork….

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3 End of Year Steps to Take Right Now
December 10, 2018

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the most of 2018 and get 2019 started on…

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Putting Your Year-End Bonus to Work
November 12, 2018

It’s hard to believe, but the end of the year is rapidly approaching! Along with the busy holiday season might come a year-end bonus… How would you spend a windfall of cash? It’s tempting to dream about vacations or a new car, but often we find that impulse purchases bring…

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Balance Your Risk and (Potential) Reward
July 9, 2018

As we all know, any form of investing will carry some risk. Securities in the US are said to be some of the safer investments available, but “safer” does not equal “completely safe”. There is no such thing as a 100 percent risk-free investment, so as you manage your assets,…

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The Fed Raised Interest Rates: Now What?
April 9, 2018

By now, you have probably heard the news that the Federal Reserve announced a rate hike in March. They made the decision to increase the benchmark rate by 25 basis points (or 1.5 to 1.75 percent), because, “the labor market has continued to strengthen and that economic activity has been…

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Life Insurance is More Affordable Than You Think
March 12, 2018

If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they probably can’t afford the life insurance policy they…

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5 Things Retirees Need to Know About Income Taxes
March 6, 2018

Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these things in mind as you transition into retirement…

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Watch Out for These Financial Scams
February 7, 2018

We never want to worry you, but we also want to help you stay informed on financial issues that can impact your life. For that reason, we’re sharing news of a few common scams that are circulating these days. Most con artists prefer to target retirees or those preparing to…

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Financial Planning Steps to Take Before the Year Ends
December 9, 2017

Financial planning and income taxes perhaps the last things you want to think about right now. December is all about joy and merriment, after all, and these topics can feel a bit dry to many people. However, setting aside a few minutes to review your financial situation before the end…

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