How Do I Pay Less Taxes?

How Do I Pay Less Taxes?

Everyone in America who pays taxes feels like they have paid their fair share, and in some cases, far more than their fair share. This causes people to be very shortsighted when it comes to reducing your tax bill. Most CPAs are tasked with the difficult duty of trying to find ways to save you […]

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What is the DOL Fiduciary Rule?

What is the DOL Fiduciary Rule?

On Friday, February 3, 2017 President Trump signed an executive order instructing the Department of Labor to re-evaluate its proposed rule expanding the definition of fiduciary advice to include individual retirement accounts (IRAs). Historically, the DOL’s definition of fiduciary investment advice has been applied only to retirement plan assets included in pension plans, 401(k) plans […]

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Market Reactions to Potential Trump Economic Plan

Monthly Economic Update January 2017 Well January got off to a start with a big bang. The Trump rally continued through the major part of the month, however the last couple of days started to fizzle out a little bit. Let’s focus on what the markets are really telling us. The markets are thinking that […]

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It’s Tax Time

It’s Tax Time

This is the time of year that people are thinking about peace, new beginnings, diets, and yes, taxes. Taxes and the ever changing laws surrounding them can be complex and difficult to understand causing well-intended retirees to have unexpected tax bills. This is why it’s important to realize that taxes may matter more after retirement then they do before. […]

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