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.

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!

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.

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.

Our September 2016 client bulletin takes a closer look at the customization of target-date investment funds, drawing down your portfolio in retirement, and setting paid-time-off policies for small businesses.

Our August bulletin goes in-depth into the true cost of higher education, making the most of college financial aid, tax credits vs. tax deductions when it comes to college costs, the benefits of paying down debt, and the (tax) dangers of using IRA money to buy a business.

Our July bulletin takes a closer look at the new Federal Fiduciary Rule and what it means to investors, ETFs (they can be plain or fancy), and the differences between Disaster Planning and Succession Planning.