Latest Blog Posts

Due Date Approaches for 2017 Federal Income Tax Returns

Posted on: February 18th, 2018
Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records....

Weathering the Storm: Are You Prepared?

Posted on: February 11th, 2018
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your home, they can also put your family's safety at risk. ...

College Saving: How Does a 529 Plan Compare to a Roth IRA?

Posted on: February 4th, 2018
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. ...

How to Reverse Medicare Surcharges When Your Income Changes

Posted on: November 7th, 2017
What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your income changes? If your circumstances change, you can reverse those surcharges....

Social Security Beneficiaries Will Receive a 2% Increase in 2018

Posted on: November 6th, 2017
In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will likely be largely eaten up by higher Medicare Part B premiums....

Use Your Will to Dictate How to Pay Your Debts

Posted on: November 3rd, 2017
The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts....
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