August 2017 Client Bulletin
This month we take a look at increasing college costs, FAFSA planning, asset allocation in 529 plans, the Trump tax plan, and how small business retirement plans compare.
Author Archives: WFFA
July 2017 Client Bulletin
Our July bulletin takes a look at calculating retirement needs, taxable versus tax-deferred accounts and how small companies can do well while doing good (by making charitable contributions).
June 2017 Client Bulletin
Check out our June 2017 client bulletin for a look at the third best investment you can make, the many purposes behind a prenup, and 401(k) plans for companies without employees.
May 2017 Client Bulletin
Check out our May 2017 client bulletin for a look at tax-wise portfolio rebalancing, social security strategies that still work and the benefits of a SIMPLE retirement plan.
April 2017 Client Bulletin
Our April 2017 client bulletin takes a look at dealing with an IRS audit, deciding about a vacation home and having an ESOP as a retirement plan.
March 2017 Client Bulletin
Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.
February 2017 Client Bulletin
Our February 2017 client bulletin takes a look at after-tax dollars in traditional IRAs, options for long-term care products, and a case for defined benefit plans for (very) small companies.
January 2017 Client Bulletin
Our January 2017 client bulletin takes a look at handling hard-to-value IRAs with caution, the “other” exchange-traded funds, and profit-sharing plans for your small business.
December 2016 Client Bulletin
Check out our December 2016 client bulletin! This month we take a look at various aspects of seeking a stable retirement, tax on foreign stock funds, and automatic enrollment retirement plans!
How a Wedding Affects Your Tax Picture – Part I
It’s no secret that getting married can affect your taxes, but just how much of an effect will depend on your circumstances. In the first of this two-part series we explore some of the practical steps to take leading up to the wedding.