You may notice several of the following items that may affect your individual income tax return: A change in the tax rates which should result in most people paying less tax during the year. However, the increase in the standard deduction, suspension of personal exemptions, an increase in the child tax credit and the limiting […]
Tax season is upon us and we have begun to receive those pieces of mail marked “Tax Information – Important”. So now what? Here are some suggestions to help ease the stress of tax season. Where do we start? The best place to start is to find a copy of last year’s return. Even if […]
Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU? If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets? If you have a brokerage account, are your assets working […]
So, we are in the first full week of January and life is regaining a normal routine. How are you doing on your resolutions? Last week, Yasmeen Khaleel gave a list of suggestions of areas to address with regard to estate planning. If you read that blog, have you even given it any further thought? […]
NEW YEAR’S RESOLUTION WELCOME 2019! The new year is upon us and like most individuals, you may have made resolutions for the new year. Often times when making resolutions, we forget to address the important matters and I challenge you this year to think outside the box and make a resolution to address your estate […]
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