Category Archives: Planning Strategies
The following article was published by the IRS. The IRS, state tax agencies and the tax industry today urged tax professionals and businesses to beware of a recent increase in email scams targeting employee Forms W-2. The W-2 scam – … Continue reading
When investing for retirement, there are many things to think about in order to get it right. But there are five specific risks that must be addressed in order to preserve both your money and your standard of living as … Continue reading
Saving money is something we all aspire to do. But some do it much better than others. The key? Automation! Here are several time-tested ways to simplify your savings goals and stick with your plan.
There are two basic types of life insurance: term life insurance and permanent life insurance. Which one is better? The answer depends on factors such as your goals and your situation in life. Here is a brief look at what … Continue reading
The following article was published by the IRS. Miscellaneous deductions are tax breaks that generally don’t fit into a particular tax category. They can help reduce taxable income and the amount of taxes owed. For example, some employees can deduct … Continue reading
What do you do when you get a large sum of money? Do you spend it? Do you stash it? Most of us won’t ever win the lottery in our lifetimes, but almost everyone from time to time finds themselves … Continue reading
The following article was published by the IRS. Many parents send their children to summer day camps while they work or look for work. The IRS urges those who do to save their paperwork for the Child and Dependent Care … Continue reading