Archive | August, 2016

Washington Hotline – August 30, 2016

WASHINGTON NEWS Impersonation Scams Reduce IRS Credibility IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS impersonation scams is creating a new problem. Many taxpayers now question whether IRS revenue agents actually represent the government. At the […]

Continue Reading
Growth Vs Value

Growth vs. Value: Two Approaches to Stock Investing

Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies that offer strong earnings growth, while value investors seek stocks that appear to be undervalued in the marketplace. Because the two styles complement each other, they can help add diversity to your portfolio when used […]

Continue Reading

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist. Choose a federal loan repayment plan that fits your circumstances: The Standard Repayment Plan requires a fixed […]

Continue Reading

Own a Retirement Account? Keep Your Beneficiary Designations Up to Date

Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely […]

Continue Reading

Social Security Tips for August

Your clients may ask you about an email they have recently received from Social Security, concerned that it may not be legitimate. You can reassure them that Social Security did email everyone that has a mySocialSecurity account, informing them of an added security measure now in place. To access mySocialSecurity, the process now requires more […]

Continue Reading