News & Views
Keeping you updated on the most recent information
Financial
High-Income Individuals Face New Medicare-Related Taxes
The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes target high-income individuals and families. ...
Financial
Health Insurance in Retirement
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy ...
Financial
Retirement Plans and Estate Planning
When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the ...
Uncategorized
Time for a Financial Cleanup: Organizing Your Financial Records
An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or ...
Consulting
Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but ...