In the News


22May 2019

You may be able to take the credit if you are 65 years of age or older or if you retired on total and permanent disability and have taxable disability income. There are certain limits that your income cannot exceed. Claiming the Senior Tax Credit if You’re 65 Years or Older Based on your filing […]

20May 2019

For individuals who rent out their residential property for income, there are different tax rules that apply based on whether they used the property as a residence at any time over the course of the year. Residential rental property may include a single house, condominium, apartment, mobile home, vacation home, or similar property. These properties […]

16May 2019

It’s hard to be anything else when you are in an attitude of gratitude. A grateful mindset is an instant way to get positive and feel better. But just how do you do that? Here are some great tips to start now:   Make a commitment to gratitude. This is a daily practice; one you […]

13May 2019

Social Security may be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. When to Start? The Social Security Administration gives people a choice on when they decide to […]

29Apr 2019

  We wanted to start off our May newsletter with a welcome another new employee. We added a new team members to help service our clients. We are beyond grateful and blessed to have this opportunity to grow. We are excited for all of you to meet Jennifer Yancer   Jennifer is committed to not only […]

29Apr 2019

  About 80% of Americans will receive a tax refund this year. If you’re one of them, you may be wondering, “where’s my refund?” It sounds obvious, but “Where’s My Refund?” is actually the best place to start. Visit to find the latest refund information. Here are some common questions about the information that […]

29Apr 2019

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to take care of it for some time. For […]

25Apr 2019

  The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, even rented your first apartment. With this new freedom comes real responsibilities, including protecting yourself from some of the financial risks that life presents. Auto Once you are no longer covered […]

18Apr 2019

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 years. Benefits are based on each worker’s 35 highest earning years. (If there are […]

16Apr 2019

Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following answers may help. What does Medicare cover? Medicare is a federal health insurance program for people aged 65 years and older as well as those younger than 65 with specific disabilities or […]

10Apr 2019

Each year, the IRS issues standard mileage rates used to calculate the deductible costs of operating vehicles for business, charitable, medical, or moving purposes. As of January 1, 2019, the rates for vehicles used for the above purposes are: 58 cents per mile driven for business use 20 cents per mile driven for medical or […]

06Apr 2019

  While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and why is it important? Earnings season is the month of the year that follows each calendar quarter-end month (January, April, July, and October). […]