Blog, Page 2

Get Your Family Out of the House With These Free Activities

February 05th, 2018

Turn off the TV, bundle up and enjoy some bonding time.


Bunching Charitable Gifts

January 21st, 2018

With the dramatic increase in the standard deduction in 2018, to $24,000 for married couples, many charities are worried that the tax incentive for donations will disappear, leading to lower gifts.


Retirement Planning After Tax Reform

January 21st, 2018

Several tax reform ideas affecting retirement planning were bandied about as the recent legislation was being prepared, including limits on deductible 401(k) contributions, elimination of “stretch IRAs,” and requiring minimum distributions from Roth IRAs, similar to the treatment of traditional IRAs. In the end, only one significant change made it into the final legislation, together with a few minor ones.


Tax Reform and Estate Planning

January 21st, 2018

The tax reform legislation signed by President Trump on December 22 last year included an important change for many wealthier families.


How to Dig Out of Debt? Grab More Than One Shovel

December 22nd, 2017

Millions of Americans are dealing with debt overload every day. If you’re struggling to pay your loans, credit cards or other bills, here are some steps you can take to begin managing the problems.


IRS Retirement Plan Contribution Limits

December 12th, 2017

To make it possible for voluntary retirement savings to keep up with inflation, the various numerical limits embedded within qualified retirement plans are indexed for inflation.


Wi-Fi Tips For Your Mobile Life

November 30th, 2017

Wi-Fi access is widely available, but many free connections are unsecured and leave your information travelling openly! Make your Wi-Fi experience more secure with the following tips.


10 Financial Scams and How to Avoid Them

November 30th, 2017

Financial fraud and theft is dangerous business and puts your finances at risk. Following are 10 scams to be aware of and what you can do to protect your personal information and your money.


Smart Device Safety

October 30th, 2017

Your device may be smart, but may not always be secure. Many devices are vulnerable and malicious cyber criminals can take advantage. Make your smart devices more secure.


A Suboptimal IRA Beneficiary

September 11th, 2017

Charles Sukenik executed his will on November 4, 2004. His estate was to be divided between his surviving spouse, Vivian, and the couple’s private foundation. His revocable trust was restated at the same time, giving Vivian certain real property and the balance to the foundation. Roughly five years later, in 2009, Charles designated Vivian as the beneficiary of his IRA, worth some $3.2 million. That hardly seems like a controversial move—but it turned out to be.