Skip to main content Skip to search

Newsletters

December 2017 – Newsletter

You can save more for retirement next year using tax-advantaged accounts, thanks to a boost in the maximum 401(k) contribution rate by the IRS. The maximum rate increases by $500 to $18,500, which is the first increase in three years. Those aged 50 or older can still contribute an additional $6,000 on top of that amount. This is good news, because a 401(k) is one of most potent tools in your retirement arsenal…

Read more

November 2017 – Newsletter

Earlier this year, hackers were able to breach the security of Equifax, one of the three national credit reporting agencies. More than 143 million Americans – nearly half the entire country – were exposed to the attack, and may have had their personal information stolen (including names and birthdates, and Social Security and driver’s license numbers).
Equifax is still determining exactly whose data has been exposed. While you wait to find out, it’s worth taking a few proactive steps to make sure your info isn’t misused by hackers…

Read more

October 2017 – Newsletter

The Free Application for Federal Student Aid (FAFSA) is a tool that students use to apply for more than $120 billion in federal funds. Unfortunately, each year many students miss out. Even if you don’t think you or your child qualify for federal aid, filling out a FAFSA is important…

Read more

September 2017 – Newsletter

Congress decided not to extend this $4,000 deduction for 2017, leaving many parents worried that college will now be more expensive. However, Congress left in place two popular education credits that may offer a more valuable tax break…

Read more

August 2017 – Newsletter

Health Savings Accounts (HSAs) are a great way to pay for medical expenses, and since unused funds roll over from year to year the account can also provide a source of retirement funds…

Read more