Author Archive | Advanced Asset Management

What? Me, retire? Those days are eons away!         

What’s the problem with retirement planning? Twenty, 30- and 40-year-olds think they’ll never reach that ripe    old age, but those are stages in life when anyone can hope to get rich by investing a little money every month. Why don’t more of us put small amounts away early on    in our careers? The word retirement […]

Continue Reading

Social Security Tips – February 2018

Brand New Flyer: Your Retirement Checklist When to start receiving retirement benefits is a personal decision. This 4-Page flyer will help your clients learn about factors to consider when deciding when to start Social Security retirement benefits. Available for download and local print only! https://www.ssa.gov/pubs/EN-05-10377.pdf ________________________________________________________________________________________________ Updated For Those Born in 1956: Your Retirement Benefit: […]

Continue Reading

Washington Hotline – January 30, 2018

WASHINGTON NEWS Disabilities and Hurricanes Lead to Larger EITC In IR-2018-10 and IR-2018-11, the IRS explained how hurricane victims and taxpayers with disabilities may qualify for a larger 2017 earned income tax credit (EITC). Because Hurricanes Harvey, Irma and Maria caused massive damage to homes and buildings, many affected taxpayers had lower incomes in 2017. […]

Continue Reading