The end of the year is fast approaching and if you are 70½ you only have until December 31st to complete your required minimum distribution (RMD) from your retirement account(s). That is, if you want to avoid a stiff penalty. … Read More
When You Only Have 5 Years or Less to Retire You have worked hard for many years and now it is time to start thinking about what your retirement will look like. You may have some thoughts, dreams, and even … Read More
Protecting your identity and financial information is difficult enough. Now we have learned that Equifax, a major credit reporting agency, has been breached. According to the agency 143 million records were exposed. So what can you do? Here are some … Read More
by Guest Columnist, Jackie Waters If you are the parent of a special needs child, you already know how important it is to prepare for the future. A number of issues can come forward during both childhood and adulthood. Your job … Read More
On October 27, 2016, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Here are the highlights.