What kind of retirement do you think you’ll have? An outstanding one? A depressing one? What if it all starts with your outlook? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged on the psychology of saving, spending and investing: […]
If you’re limiting your CPA to “only” filing your taxes, you’re overlooking a host of services that could make a significant impact on your personal and professional life.
Stop missing out: Review the following list of four essential services your CPA can provide today. When you finish reading, it might just be time to schedule an appointment.
According to the Family Firm Institute, only 30 percent of family businesses survive into the second generation, and by the third generation, only 12 percent remain viable. There are many reasons why family businesses fail, but all too often, they succumb because the owners neglect to plan for an orderly transition from one generation to […]
What are the characteristics that define a great region? No doubt, you’ll get many different answers depending on whom you ask. Some of the most likely answers you would hear include strong education, jobs, infrastructure, safe, walkable communities, quality housing, recreation and cultural options and a clean environment.In my years as an educator and business […]
On January 1, a new 3.8 percent tax on certain kinds of investment income took effect. The Medicare surtax (officially termed the Unearned Income Medicare Contribution) is slated to affect single filers with adjusted gross incomes above $200,000 and most joint filers with adjusted gross incomes above $250,000, according to the Wall Street Journal online. […]
Social Security Claiming Strategies What can married couples do to increase joint lifetime benefits?
What is your “magic number”? Roughly half of retirees claim Social Security benefits at age 62, as soon as they become eligible. Some people delay benefits and postpone using their retirement savings as an income source. Others apply out of necessity; their financial situation leaves them little choice, according to www.smartmoney.com. These factors aside, what […]