Individuals & Family
Are You Subject to FATCA?
It’s a fact – FATCA is here. What is FATCA? How does it impact you or your company? If FATCA does apply, are you or your company compliant with its…
Data Analytics: A Valuable Investigative Tool
“Time is money” is an age-old expression deeply rooted in the lexicon of most individuals and businesses, especially those that derive their income by providing a service to others. In…
Reverse Mortgages: A Holistic Approach
The Home Equity Conversion Mortgage (HECM), aka reverse mortgage, is an extraordinary tool when utilized in the proper manner at the proper time for the proper individual.
File & Suspend: A Social Security Strategy
The file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…
5 Steps to Achieve Your Financial Goals
What are your financial aspirations for the coming year? Would you like to pay off some high-interest debt? Step up your retirement savings? Set aside enough for an exciting vacation?…
Taxpayer Bill Of Rights Recently Adopted By IRS
At the urging of the taxpayer advocate for the past seven years, the IRS recently adopted the Taxpayer Bill of Rights. While the rights are not new, this is the…
Don’t Let Your Tax Refund Burn a Hole in Your Pocket
April 15th has passed and many of us are awaiting, or recently received, a tax refund. The average U.S. taxpayer refund over the last two years has approximated $3,100. If…
Trenton Times Quotes Marguerite Mount on Overlooked Deductions
Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you…
Holiday Financial Hangover Cures
Through February, you may dread every trip to the mailbox. How did I manage to run up my credit card balances so high? Why did I open those new store…
Should I Consider Long-Term-Care Insurance?
As the first baby boomers approach their 70s in a healthier state than any prior generation, and as medical expertise and technology improve, it is vital that they address the…