A recent report by ABC News indicates that the Social Security Fund could run out in 2036 unless reforms are put in place. All the recent economic uncertainty and debt ceiling versus deficit debate has lawmakers making statements about reduced funding for government programs such as social security. Find out how this will effect you. Read more to find out how you can be prepared.
Peter explores 5 common investment portfolio concerns as you reach retirement age and their best remedies.
It’s January, which means it’s time to start getting your tax information ready. In order not to miss out on tax-deductible expenses, review the checklist below and be sure to bring those items with you when you come in to our office.
Gathering together all of the records you need to prepare a tax return can be very tedious. However, it is essential that you gather the right information so that your return can be prepared properly. Maintaining records is critical so you'll be prepared if ever selected for an audit. Because good recordkeeping is your first line of defense against many penalties we would like to offer a few helpful hints.
