Tag: New Year planning

THE INCREDIBLE SHRINKING TAX REFUND

  Many are waking up to a new reality: The shrinking tax refund. News reports, articles and internet postings are bemoaning lower refunds after filing taxes this year. As you may know this is the result of a number of factors with the new tax laws. Although the standard deduction is higher for singles and […]

NEW TAX LAW NO LIGHT READING

The new tax law is over 1,000 pages and has significant impact on your filing for 2018 and beyond. Are you ready for some light reading? Changes in 2018 tax law could impact your investments and savings plans. Here are a few of the modifications made to the tax code: retirement savings, IRAs and Roth […]

BEST WISHES FOR A PROSPEROUS NEW YEAR

A prosperous new year begins with plans and goals. In the midst of this holiday season is a good time to take stock. After looking back at 2018 consider what you would like to spend your time working on in the new year? Are you planning that marvelous vacation, buying a new car or home, […]

KNOWLEDGE IS POWER

Now that you have filed your taxes, how did you do? Did you pay less than you thought you would? Did you get a bigger refund than you expected? If the answer to either of those questions is “No,” you might be an unrealistic optimist, or you might not have had the right person do […]

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