This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics: Playing Defense as Stock Prices Soar Holding Down Premiums for Medicare Part B Safe Harbor 401(k) Plans for Small Companies Tax Calendar States for Seniors Of more than 55 million total Medicare beneficiaries, about 10 million live in…

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Money Puzzle

This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics: After-Tax Dollars in Traditional IRAs “Combo” Products for Long-Term Care Coverage Defined Benefit Plans for (Very) Small Companies Tax Calendar Did You Know? In 2016, the national median daily rate for a private room in a nursing home…

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This special edition 2016 Tax Planning Roundup is full of tax saving and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: More Certainty for Year-End Tax Planning Year-End Planning for Itemized Deductions Year-End Planning for Deducting Taxes Paid Year-End Planning for Charitable Donations Year-End Planning for Medical…

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October 4, 2016 Dear Valued Client, As the year draws to a close, now’s an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and to develop plans for 2017. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now…

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