Avoid These Top 7 Mistakes for Annual Taxes by Tracy E. Hill, Ph.D. It’s almost that time of year again. Many of us are still acquiring tax forms in the mail and it’s nearly the end of February. Yet, it is better to wait until all your tax forms are in-hand before filing; otherwise, you will Read more
The Near Perfect Scam by Tracy E. Hill, Ph.D. I would consider myself of average intelligence and savvy to most scams. In fact, I think Malcom Gladwell would most likely akin me to Reg Brown or Harry Markopolos. I don’t often default to the truth but typically take information as simply data until proven otherwise. Read more
New Retirement Income Benefits by Stan Corey There is new information about the timing of when someone should elect to begin receiving retirement benefits under the new Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was signed into law on December 20, 2019. Two of the most critical changes that came about as Read more
5 Secrets of Financial Success People with strong financial literacy have, on average, more assets than those with weak financial literacy. Financial literacy is the ability to understand how money works and how to manage it. Here are some top five ways to stay on top of your financial game. Pay Yourself First. My grandfather Read more
Retirement Stage Three: “Slow-Go Years” by Stan Corey John Lennon once said, “Life happens while making other plans.” The “Slow-Go Years” are that later stage of life when things seem to slow down a bit. You find yourself spending more time closer to home and enjoying family and friends. Perhaps you become more involved in Read more
Required Minimum Distributions Basics by Stan Corey It is the time of the year for those who have reached age 70-and-a-half in 2019 to look at making their first Required Minimum Distribution (RMD) from their retirement accounts. Here are the basics that you need to know to make the decision on when to take your Read more
Transition: A Spending Plan by Stan Corey Previously, we dealt with the loss of a paycheck due to retirement and how to set up a spreadsheet to show all of your income resources. Now it is time to set up a second spreadsheet: your spending plan. A spending plan is a useful tool for you to Read more
What is your Effective Federal Income Tax Rate? by Stan Corey One of the tricky things to understand about income taxes is what your actual tax rate is. In most cases people tend to refer to their “tax rate” as being the “tax bracket” they are in. For 2018, the tax brackets start at a Read more
THE END IS NEAR! by Stan Corey To paraphrase an old saying: “No bells will ring at the end of a bull market just as they did not ring at the beginning!” There is much concern today about the fact that the current bull market has now reached the ten-year mark. From the close on Read more
