Do You Need to Amend Your Tax Return?

With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in 2014, the IRS projected that 5 million would need to amend…

Company Credit Cards

I was recently quoted in a News & Observer article on how credit cards can be used effectively by small business owners and their employees. While I agree that company credit cards are a useful tool that can provide flexibility…

Lump Sum or Annuity? That is the Question.

The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way of the pay phone.  Or probably a better analogy is…

Social Security Bubble Single

When Should I Take Social Security?

Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to use to determine if any of their benefits are subject…

Obamacare and your Tax Return

The Affordable Care Act (aka Obamacare or ACA) will have a limited, if any, impact for most taxpayers.  However, there are several items to be aware of when completing your tax return. 1) Itemized Medical Deduction There has been an…

The Reality of Target-Date Funds

Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky Balancing Act, discusses the problem that the current low interest…

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