Move over Baby Boomers. These days all eyes are on Millennials, those young adults between the ages of 18 and 34 who are now America’s […]
Archive | December, 2016
Washington Hotline – December 27, 2016
WASHINGTON NEWS Saver’s Tax Credit for Retirement In IR-2016-171 the IRS encouraged low and middle-income taxpayers to take advantage of the Saver’s Tax Credit. This […]
AAM Weekly Market Wrap – December 26, 2016
Weekly Market Wrap: Stocks added to 2016 gains on positive economic data and the best quarterly GDP figure in 2 years. For The Week […]
Identity Theft and Taxes
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social […]
Washington Hotline – December 20, 2016
WASHINGTON NEWS IRS End-of-Year Advice The IRS published four end-of-year planning letters this week. The letters urge taxpayers to plan for actions both in 2016 […]
AAM Weekly Market Wrap – December 18, 2016
Weekly Market Wrap: Stocks were flat this week on positive manufacturing data as oil and the US dollar rose. For The Week The S&P […]
Back to School Bonus: Interest Rates Drop on Federal Student Loans
Families with students heading off to college this fall take note: The interest rates on all newly-issued federal loans have been reduced for the coming […]
Washington Hotline – December 13, 2016
WASHINGTON NEWS IRS Advice on Phishing Scams In IR-2016-160 the IRS explained the best taxpayer defenses against phishing scams. During the 2016 filing season, the […]
AAM Weekly Market Wrap – December 12, 2016
Weekly Market Wrap: US stocks soared to new all-time highs on positive economic data and positive momentum since the election. For The Week The […]
When Planning, Focus More on Goals, Less on Numbers
Financial planning is a complex, lifelong process that people tend to approach with a numbers orientation. What rate of return do I need to reach […]
