As taxpayers and tax preparers send in 1040 forms for 2016, they are also wondering about the changes to federal tax law that may occur in 2017 and 2018. Will President Trump’s administration be able to follow through on his campaign pledge to cut corporate and estate taxes and revise individual income tax brackets?
Municipal Bond News
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together?
Could Dodd-Frank Soon Disappear?
President Trump orders a reevaluation of its regulations.
Worried About What Might Happen to Bonds?
If you plan to hold yours to maturity, the fluctuation in their market values need not be worrisome.
2017 Retirement Account Limits
How much can you contribute this year?
Many of my clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself.
A Portrait of Gen X Retirement Saving
Is this age group preparing adequately for the future?
Your Annual Financial To-Do List
Things you can do before & for 2017.
Retirement Planning for Single Parents
It is a challenge – and it must be met.
Could You Improve Your Personal Finances Today?
Simple decisions & new habits might lead you toward a better financial future.