Now that most of us have filed our 2019 Federal Tax returns, it's not too early to plan for our 2020 tax returns, since the end of the year is only 4 months
The average 30-year mortgage rate fell to 2.98% the week of July 13th, breaking the 3% threshold for the first time. This is the lowest in almost five decades
Open enrollment for Medicare Part D is in full swing and will last until December 7th. Be aware that the CVS-Silverscript/Aetna-Wellcare situation has caused
If you want to teach your kids about managing money, simply giving them money as a reward for chores or grades may not be the way to go. It leaves out so many
Many taxpayers may not yet understand that the 2018 tax regulation changes include an increase in both the standard deduction amount to $24,000 for joint
The investment conditions of the market are in the process of a major change, both in terms of risk character and the type of investments that are most likely
Now that most of us have our 2017 tax returns behind us, focus is on to 2018. The Federal tax code was substantially changed for this year. You should be aware
It is January and we are busy writing the end of the year reports. Why is that important?
We summarize your financial and investment activities to memorialize
It has been said there are only four kinds of people in the world – those who have been caregivers, those who are currently caregivers, those who will be
There are some growing concerns for conservative investors having to choose between bonds and equities. Current bond returns today are minimal, and returns on
Each year there is the opportunity to convert some or all of your IRA account assets to a ROTH account. The purpose in doing so is to eliminate the Federal and
There is much confusion by consumers in understanding the term “financial advisor” and how they are paid. Today there is no legal definition, regulation or