What You Need to Know About the New Laws for Claiming Retirement Have you heard that some of Social Security’s rules about claiming benefits […]
Archive | March, 2016
Managing a Disability or Chronic Illness
Create a financial plan that can help you make the best of any circumstance. Here’s a checklist for financial preparedness. Lay a secure foundation Consider […]
Washington Hotline – March 29, 2016
WASHINGTON NEWS How to Choose Your Tax Preparer In IR-2016-46 the Service offered tips on selecting your tax preparer. If you would like assistance with […]
AAM Weekly Market Wrap – March 28, 2016
Weekly Market Wrap: Stocks fell for the first time in six weeks as terrorist attacks in Brussels dominated the news in a holiday shortened week. […]
Mutual Funds and Taxes: A Primer to Help Lighten the Load
Unless your mutual fund investment is held in a tax-deferred vehicle like a 401(k) plan or IRA, you are responsible for paying taxes on any […]
Wealth Transfer in a Low-rate Environment
For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016 […]
Washington Hotline – March 22, 2016
WASHINGTON NEWS IRS Warns of New Phone Tax Scam In IR-2016-40 the IRS warned about a new phone tax scam. The tax scammers will call […]
AAM Weekly Market Wrap – March 21, 2016
Weekly Market Wrap: Stocks rose for the fifth straight week as the US Fed lowered forecast future rate hikes and economic data was mostly positive. […]
When Should You Sell an Investment?
Effective portfolio management is about more than buying securities, it’s also about selling them when the time is right. Unfortunately, there’s no crystal ball that […]
Focus on the Forest, Not the Trees, of Investing
It’s a message worth repeating. Investing is a matter of focus. Despite recent disappointments in stock market performance, investors who are willing to assess the […]
