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Tuesday, February 27, 2018

You may or may not know that recently, the new tax reform bill has just been signed into law. Not only will these tax codes revisions majorly affect individuals, they will also affect corporations. In fact, the new tax bill implements...

 

Thursday, February 1, 2018

Some folks hire someone do their taxes, some do it the old fashioned way… Either way, you’re going to need some information and documentation to file your tax return. This Tax Time Checklist gives you a list of things...

 

Tuesday, December 26, 2017

The AARP recently summarized the Social Security changes going into effect in 2018. Here is a recap of the changes that could impact you. The full retirement age gets older. If you were born in 1956, the full retirement age is now 66...

 

Sunday, November 26, 2017

It is important to set time aside each year to look at our finances to make sure we are maximizing our savings. Here are some simple ways you can check yourself to see if you are prepared to start the next year off right. The holidays...

 

Thursday, July 6, 2017

Don't Miss an Important Medicare Deadline It’s a little known fact that even if you are not planning on receiving your monthly SS benefits at age 65, you still need to SIGN UP FOR MEDICARE B as you turn 65 if you want this...

 

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Friday, May 26, 2017

When Pat purchased her life insurance policy ten years ago, she assumed that her life insurance planning was complete. She thought that if she just paid her premiums on time, she could sit back and not worry about life insurance any...