Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if… Read More…

How to Pay for College

If you’re the parent of a high school senior, we know that money is on your mind.  While your child has been busy for months… Read More…

Cashing the Same Check Twice: The New Era of Check Fraud

Do you remember going to the bank as kid?  I do.  I remember walking into the bank with my parents (or, on an even better… Read More…

8 Last Minute Tax Savings Tips for 2016

The chances for tax reform next year are high, thanks to the November election of Donald Trump and the Republican sweep of Congress. For some,… Read More…

Self-Improvement Benefits You and Your Business

September is Self-Improvement Month, a month focused on making changes, embracing a fresh outlook, and taking advantage of new opportunities.  We tend to think of… Read More…

Withdrawals From Your 529 Can Be Costly Mistakes

Didn’t summer just start?  It’s hard to believe, but in just over a month, our kids will head back to school.  For some of us,… Read More…

Make a Charitable Gift Using Your IRA Rollover…and Save Big

Charitable contributions have always yielded tax savings, but a newly permanent charitable giving tax break, the IRA charitable rollover, which was included in the PATH… Read More…

Important Deadline for Reporting Foreign Bank Accounts is June 30

Do you have a foreign insurance policy, retirement account, inherited asset, joint account with parents living outside the U. S., or even an online gambling… Read More…

Keep It or Shred It? A quick and easy guide to organizing your personal and business documents.

Spring has sprung.  The winter coats are put away and, if you’re like me, you’ve spent some time purging closets, pulling weeds, and generally organizing… Read More…

Changes in Social Security Regulations Prompt Changes in Retirement Planning

Planning for retirement has never been easy, but changes to Social Security this year are making things all the more difficult. Late last year, Congress… Read More…