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
Effect of COVID on Silver Sagers vs Younger Generations In a survey of more than 9,000 Americans queried in May and June, Edward Jones and Age Wave found that across five generations only 16% of baby boomers (56 – 74 year old’s) and 6% of our silent generation (75 and older adults) felt that COVID-19 Read more
Retirement Stage Two: The Go-Go Stage by Stan Corey You’re now ready to explore the next stage: The Go-Go Years. This stage is “go-go” because it’s when you’re most likely your healthiest and most mobile, so you’ll be go-going forward! Or maybe one of your goals is to get into shape so that your Go-Go Read more
3 Possibilities for Extra Tax Deductions! by Stan Corey In just a few more weeks, the tax man cometh! Have you already filed your return? Are you expecting a refund? Or are you delaying because you have to write a check? A question I often get is: Are there any tax deductions I can take Read more
New Tax Law’s Effect on You Written by Rodney K. Reynolds, CPA Since the recently enacted Tax Cuts and Jobs Act (TCJA) doesn’t go into effect until 2018, your taxes for 2017 will follow the old tax code. However, now that you’re thinking about taxes during this time, here’s what you need to know going Read more
