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Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College Savings Strategies for Parents Paying for College—a...
Cybersecurity Monthly Newsletter April 2022
Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: The urgent need for cybersecurity whistleblowers New Rules on Cybersecurity...
The Smart Tax Planning Newsletter April 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month's Newsletter We Review: Health Savings Accounts: The Ultimate Retirement Account Partnership with...
9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon
SECURITIESWith evidence of inflation all around us mortgage rates are, predictably, up. Does this mean home prices will now decline? I don’t think so and here are 9 reasons why. Echo boomers, 75 million of them (5 million more than baby boomers) are no longer...
Why Open a 𝙢𝙮 Social Security Account?
Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an important step toward protecting your benefits. We've all heard warnings not...
Shifting into High Gear – Profit Margins in Focus
SECURITIESPeter Lynch once said “I always thought if you looked at ten companies, you'd find one that's interesting, if you'd look at 20, you'd find two, or if you look at hundred you'll find ten. The person that turns over the most rocks wins the game.”Synergy...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next three months. Of course, there is the April 15th tax deadline this quarter,...
Cybersecurity Monthly Newsletter March 2022
Asset Protection In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: Cyber threats related to the Russia and Ukraine conflict Data...
The Smart Tax Planning Newsletter March 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month's Newsletter We Review: New Hope for Restoring and Fixing the Employee Retention Credit IRAs for Kids...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it's best...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big advantage of 529 plans is that qualified withdrawals are always...
The Smart Tax Planning Newsletter February 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month's Newsletter We Review: Make sure you grab your home internet deduction Selling your home to your S...
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Summer 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSummer is here! And it's time...
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC,...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection...
New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major...
The Smart Tax Planning Newsletter January 2022
Tax PlanningEvery month we provide you with a...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market...
2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the...