Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability in your health insurance coverage and expected out of pocket…
While the IRS has issued no indication that the deadline to file your 2018 tax return will be adjusted, we continue to monitor the effects that the government shutdown may have. We will continue to operate with the tax filing…
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…
Prior to 2013, Medicare taxes had only been imposed on earned income. That is, income earned through employee wages or self-employment earnings. However, beginning in 2013, to help fund the Affordable Care Act (ACA), a 3.8% Medicare surtax was enacted…
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it also comes the risk of diminishing capacity and the potential…
One of the most significant changes made to the tax code through tax reform was a major reduction in the corporate tax rate, from 35% to 21%. Understanding that this only directly benefited C Corporations, legislators included a new deduction…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who may one day become close friends or professional contacts. It…
