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.
Author Archives: WFFA
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.
November 2016 Client Bulletin – Year-End Tax Planning Edition
This month’s client bulletin is all about year-end tax planning, including detailed looks into itemized deductions like state taxes paid, charitable contributions and medical expenses, as well as year-end planning for your retirement and for your business.
October 2016 Client Bulletin
Our October client bulletin focuses on some important financial steps to take after the birth of a child, the tax consequences of investing in gold, and the inner workings of a successful wellness program.