Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death. Sadly, many Americans have no life insurance coverage whatsoever, and of those who do, many don't have enough.1
Our newsletter enjoyed a “Spring Break” during tax season, and now we will resume our client newsletters on a twice monthly schedule. These communications are intended to be an opportunity for you to get to know our staff on a more personal level, as well as for us to share with you some timely tax and financial information.
The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here's a review of some of the most common business structures.
Recently I have noticed a lot of news stories about ridesharing that went wrong. Anyone who uses the apps Uber and Lyft have probably had their fair share of strange drivers, but it ended in them arriving at their destination safely. Because these are a relatively new service provided to the public, there really isn’t much of a protocol for best practices when using a rideshar
This is a follow up blog the last blog, “Return to Volatility: Part II”.
If you weren’t aware, there is proposed legislation currently in Congress that many believe has a significant probability of becoming law later this year. We don’t try to predict the future on these things, but any proposed new legislation that may impact our clients or their planning needs is on our radar.
Turning 66 This Year? Last Chance Social Security Opportunity Still Exists
Looking for a little extra income for four years? Born on or before Jan 1, 1954? Then you may be in luck.
Are you wondering what the market did for the first quarter of 2019? Download our 1st quarter market update to read all about it.
In This Issue:
- Key Retirement and Tax Numbers
- Hybrid Funds, Lifestyle or Target?
- What Happened to Your Money?