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Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs.
What’s the severance package?
Most early […]

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June 21st, 2017|blog|0 Comments

What’s Next for the Dow?

The stock market kicked off March 1st with a new high in the Dow, S&P 500 and NASDAQ but has been losing steam the rest of the month.  Since the presidential election, investor optimism has been driving stocks higher.  In fact, a recent analysis by Bloomberg found that mom and pop investors have been a […]

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March 8th, 2017|blog|0 Comments

New IRS Deadlines for Business Owners

In October 2016, the IRS issued a reminder to employers and small-business owners of a new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC to the Social Security Administration (SSA). The accelerated deadline, which was enacted as part of the Protecting Americans from Tax Hikes Act passed in late 2015, is designed […]

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December 14th, 2016|blog|1 Comment

Is Washington Gridlock Over Under Trump?

The American version of Brexit hit Tuesday November 8th 2016 as voters confounded pollsters and pundits by electing the brash, celebrity billion Donald Trump as the 45th President of the United States.  Although Trump lost the popular vote, he was able to secure the necessary 270 Electoral votes by winning key swing states like Florida, […]

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November 16th, 2016|blog|1 Comment

The Fed’s New Mandate?

The central bank’s official dual mandate is to achieve full employment while maintaining price stability. These days it seems the Fed has an unspoken third mandate of not upsetting weak global economies.  The European Central Bank (ECB) and Bank of Japan (BOJ) are facing stagnating economies and the Fed has decided not to upset the […]

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October 27th, 2016|blog|1 Comment

Upcoming Money Market Changes

On October 14, 2016, the U.S. Securities and Exchange Commission (SEC) will begin enforcing regulations adopted to help reduce the risk of investor “runs” on  money market mutual funds. Vulnerabilities in the $3.8 trillion market came to light during the 2008 financial crisis.1

You may hardly notice when the new rules take effect. That’s because institutional […]

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October 13th, 2016|blog|1 Comment

September’s History!

September has historically been the worst month for stocks.  Since 1896, the Dow Jones Industrial Average has lost 1.1% on average in September.  No one really knows why, but some blame it on the mutual funds that close out their fiscal year this month.  Others blame it on the Fed’s interest rate policies prior to […]

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September 8th, 2016|blog|0 Comments

Funny Video by John Oliver on Financial Advisors and Fiduciaries

June 14th, 2016|blog|0 Comments

Tax Planning for the Self-Employed

Understand self-employment tax and how it’s calculated
As a starting point, make sure that you understand (and comply with) your federal tax responsibilities. The federal government uses self-employment tax to fund Social Security and Medicare benefits. You must pay this tax if you have more than a minimal amount of self-employment income. If you file a […]

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May 23rd, 2016|blog|0 Comments

Low Interest Rate Estate Planning Strategies

The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust.  The government also specifies interest rates that a taxpayer may be deemed to use in connection with certain installment sales or intra-family loans. These rates […]

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March 1st, 2016|blog|0 Comments