Managing one’s personal finances is a complex task that requires focus, judgment, and discipline. There are budgets to maintain, various types of debt to manage, […]
Archive | March, 2017
Washington Hotline – March 28, 2017
Tuesday March 28, 2017 WASHINGTON NEWS Phone Scams, IRAs and Tax Extensions The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned […]
AAM Weekly Market Wrap – March 27, 2017
Weekly Market Wrap: Stocks fell over the last week on mixed economic data and President Trump pulling the Republican healthcare bill prior to a vote. […]
Choosing a Cause With Care
Prospective donors can find a suitable charity just about anywhere they look. However by doing some homework, you can better distinguish among the many giving […]
Washington Hotline – March 21, 2017
WASHINGTON NEWS IRS Tax Time Tip — 2016 IRA Contributions In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 […]
AAM Weekly Market Wrap – March 20, 2017
Weekly Market Wrap: Stocks resumed gains as the expected Fed rate hike helped stocks to their 8th weekly gain in 11 weeks for 2017. […]
What Motivates Your Investment Moves?
When the stock market falls sharply as it did following the recent Brexit Referendum in the United Kingdom, it is not unusual for investors to […]
Washington Hotline – March 14, 2017
WASHINGTON NEWS IRS Reports Improved Phone Services At a March hearing before the House Oversight and Government Reform Committee, IRS Deputy Commissioner John Dalrymple noted, […]
AAM Weekly Market Wrap – March 13, 2017
Weekly Market Wrap: Stocks fell after 6 straight weekly gains for the S&P 500 despite a better-than expected February jobs report. For The Week […]
Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes
If you’re eager to pass along accumulated wealth to heirs in the most tax-efficient manner possible while also retaining the ability to support a charity […]
