Tag: retirement planning

A Few More Tax Law Changes for 2019

More tax law changes were made for 2019. Changes for returns at the federal level include modifications on limits for retirement account and Health Savings Accounts (HSAs). In 2019, the IRA allowed you to put away more money in various types of retirement accounts.  Contributions that you made last year for these accounts could be […]


The new year brings new tax law changes. Both the North Carolina state regulations and federal tax changes can affect your taxes and how you do business and allocate your funds as an individual. We present results of some of this new legislation here. Let’s begin with North Carolina. Senate Bill 557 addresses several tax […]


As we close out the year, we are taking a moment to look ahead. This is a perfect time to remember the happy events of this year. Recall precious time spent with friends and family and rewarding achievements. Consider improving things that might have been done better. Hold onto the memories of wonderful moments and […]


We are now in the holiday rush time of the year. With just over two weeks until Christmas, many of us are scurrying around. We are getting gifts and planning parties with family and friends. December is also a favorable time to reflect back on the year. Now is a time to review what we […]

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