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Tag Archives: taxes

The Trump Tax Plan Broken Down to its Basic Elements

Before we begin, a tax change of any size will have three effects on the residents of the United States: (1) some will benefit handsomely, (2) some will be negatively impacted, and (3) some will be impacted positively in some areas and negatively in others. We have dived into the …

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5 Quick Tax Savings Tips for 2017

Many people are getting ready to walk into 2018 thinking that they will receive a huge tax refund. Unfortunately, many of those people may be surprised. I would like you to do three things before the end of this month to help with your tax situation: Increase Tax Withheld From …

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Common Money Misconceptions by Senior Citizens

There are two very important misconceptions to point out about finances, taxes, and our later years: 1. Potential taxes on Social Security and 2. Life insurance policies. One misconception by seniors about Social Security is many believe that Social Security isn’t taxable. This unfortunately can be a costly misconception. If …

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Your Tax Return and Your Wealth

Since it is tax time, I think this post is appropriate. You can tell a lot about your wealth outside of your retirement fund. First we must understand that in the world of wealth and wealth management, that investment income (earnings) are better than wage. One other thing to understand …

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