While Congress took the extension of many popular tax provisions down to the wire, the Tax Increase Prevention Act of 2014 passed before the end of December. All of the following provisions were among those retroactively extended, and are now effective through the end of 2014. So for those of us … [Read more...]
May 2013 Personal Finance Newsletter
The May personal finance newsletter is now available. In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death … [Read more...]
January Personal Finance Newsletter
The January 2013 personal finance newsletter is now available. It includes lots of financial planning news and updates. Starting with a review of the 2012 investment year, we also review the details of the fiscal cliff compromise and how it may affect you. In addition, there are articles on … [Read more...]
November/December Personal Finance Newsletter
The November/December Personal Finance Newsletter is now available. It includes information on the 2013 retirement plan limits and an update on investment market performance. There are also two articles relevant to the fiscal cliff negotiations -- a review of the considerations in harvesting long … [Read more...]
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