The December financial planning newsletter is now available. It covers several tax items: Year-end tax planning tips for 2013 including new taxes to be aware of for higher income tax payers IRS regulations affecting legally married same-sex tax payers for 2013 In addition, we have … [Read more...]
August 2013 Personal Finance Newsletter
The August Personal Finance Newsletter is now available. It includes information on how this summer's Supreme Court rulings on same-sex marriage affects financial planning for couples in Texas and other states. It also covers an update on the bond market, how to fix an error on your credit report, … [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...]
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