Many of our clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself. Don’t trash it; shred it. Shred anything financial, aside from your tax records: credit card statements, bank statements, old checks, deposit slips—you name it. A cagy thief can borrow thousands of dollars …
With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) planned for after tax season, I’m sure the question will come up “how long should I keep my records for?” Well, the IRS, as well as others have opinions on that, so we have compiled a few links and documents for you to read on how long you should …
Here is our {basic} supporting documents list to help you remember what to find and bring with you while gathering everything for your 2016 taxes. However, if you have any questions of course, don’t hesitate to call us… 2016 Tax Prep Information
Some major indices retreat after the news, but others advance. News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around the world, most major indices did not suffer alarming losses. While the Nikkei 225 sank 5.36% overnight, the Shanghai Composite slipped 0.62%, the Sensex 1.23%, and …
Andy was quoted in the Investment News Article “Advisors on Stock Selloff: Keep Calm, Keep Diversified” https://moneymanagementservice.com/wp-content/uploads/2014/10/2014-10-15-Andy-Quoted-in-InvestmentNews.pdf”
This year Andy was selected to serve on the Birmingham Business Journal’s Table of Experts. The pdf attached will allow you to read the August 2014 issue of The Birmingham Business Journal. Check out the questions that Andy was asked and how he answered those! Andy was honored to be chosen for the Table of Experts this year. This …
Tax planning for clients during tax season always generates new strategies and ideas, as unique situations tend to get my analytical wheels turning. From a risk/reward wealth management perspective, I like to look at tax planning with the actual cost to the client in mind, including what is the best cash flow option, because the most tax efficient savings strategy …
We are proud to announce that we were named in the December 2013 issue of InvestmentNews magazine as one of the Top RIA’s – Largest Fee-Only Registered Investment Advisory Firms in the U.S. We are so thankful and truly honored that our clients allow our family to serve and guide them with taking care of their family’s. *InvestmentNews qualified firms …
I must say I was somewhat surprised by the reaction from the advisory community in regard to my recent articles about index and guaranteed annuities. I received some expected feedback from those who strongly disagreed with my views, while also getting many positive comments from fiduciary advisors who see the same factual logic I illustrated in these past articles relative …
February 18, 2014 – February 18, 2014 2100A SouthBridge Parkway Map and Directions | Register
