Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your […]
Archive | January, 2016
Social Security Tips – January 2016
How do I change or correct my name on my Social Security number card? If you legally change your name because of marriage, divorce, court […]
What Happens to My Retirement Assets in the Event of a Divorce?
Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that […]
Washington Hotline – January 26, 2015
WASHINGTON NEWS Tax Proposals by Sanders and Bush Presidential candidates Bernie Sanders and Jeb Bush released new tax proposals this week. Vermont Senator Sanders disclosed […]
AAM Weekly Market Wrap – January 25, 2016
Weekly Market Wrap: Stocks post first weekly gain of 2016 as oil surges and global stimulus rumors commence. For The Week The S&P 500 […]
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?
For U.S. federal income tax purposes, you may be able to exclude from income any gain up to $250,000 for a single taxpayer and $500,000 […]
Choosing the Right Benchmarks for Your Mutual Fund
Key Points What Are Investment Benchmarks? What’s in a Name? Money Market Funds Bond Funds Equity Funds Commonly Used Benchmarks Apples to Apples Consider Appropriate […]
Washington Hotline – January 19, 2016
WASHINGTON NEWS IRS Opens 2016 Tax Season In IR 2016-05, the IRS announced that tax season will open on January 19, 2016. Because April 15 […]
AAM Weekly Market Wrap – January 18, 2016
Weekly Market Wrap: Stocks continue lower on slowing global growth concerns and plummeting oil prices. For The Week The S&P 500 fell 2.17% to […]
Large-Cap Stocks: Why They Could Be a Building Block for Your Portfolio
Stocks and stock mutual funds are often grouped according to size, or “market cap,” a term that represents the total dollar value of a company’s […]
