Retirement brings many changes. However, many retirees are still required to file income tax returns and pay income taxes. More than one person has asked me when they can stop filing. It seems to be a fairly common myth that after a certain age, filing taxes is no longer required.Read More
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.Read More
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one job to another. There are a lot of financial aspects to think about, so we’ve pulled together a couple of checklists to help you manage the transition.Read More
In 2017, we have a new President and new Congress. It is clear there will be change, but how tax law will be impacted remains to be seen. The good news is there will be no impact on your 2016 income tax returns.
That said, what can you expect this tax season?Read More