May 19th, 2016 by Christian Wynns
Even if you have a valid will, you may need to draft a new one for a variety of reasons. A will is an essential part of planning for the future. But don’t think creating a will is a one-time proposition. Even if you have a valid document, you may need to draft a new will for […]
March 30th, 2016 by Christian Wynns
Did you turn age 70 1/2 in 2015? If so, an important date is coming up soon. By April 1, 2016, you must begin taking required minimum distributions (RMDs) from your traditional IRAs — or face a steep penalty. (Lifetime distributions don’t need to be taken from Roth IRAs at any age.) A participant […]
March 3rd, 2016 by Christian Wynns
Medical expenses can be costly — and they’re not always covered by insurance. But there may be a silver lining: You may be able to claim an itemized deduction for the amounts you pay for medical, dental and vision care, if you incur enough costs to exceed the applicable threshold for the tax year. Here […]
December 1st, 2015 by Kim Chen
What is a Certified Senior Advisor (CSA)? A CSA is a professional who has knowledge about aging and the important health, social and financial issues that affect the majority of seniors. Typically, CSAs already have expertise in a professional discipline – home care, senior housing, law, real estate, health care, clergy, insurance services, and financial […]
October 23rd, 2013 by admin
Are you one of the 10,000 Baby Boomers turning 65 this year? Are you anticipating retirement and trying to decide when you should be collecting Social Security? There are many important decisions to be made when contemplating retirement. Let our team of CPAs, Accountants and Certified Senior Advisors help you navigate the myriad of options! […]
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