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Your 2019 Tax Fact Sheet and Calendar

Your 2019 Tax Fact Sheet and Calendar

The year 2018 ushered in seismic tax-code changes that you're likely to see reflected on your 2018 return: notably, the end of personal exemptions as well as higher standard deduction amounts that mean many fewer taxpayers are apt to benefit from itemizing their deductions than in the past.

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How Politics Influences Investors' Decisions

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Featured

How to Deduct Home Office Expenses under Tax Reform

How to Deduct Home Office Expenses under Tax Reform

by Julie A. Welch, CPA, CFP®, PFS; and Cara L. Smith, CPA, CFP®
Julie A. Welch, CPA, CFP®, PFS, is the director of tax services and a shareholder with Meara Welch Browne P.C. in Leawood, Kansas.
Cara Smith, CPA, CFP®, is a senior tax manager with Meara Welch Browne P.C. in Leawood, Kansas.

In this world of technology and constant connectivity, working remotely has become more common. 

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Avoiding Disaster

Avoiding Disaster

 

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

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Featured

Beneficiary Check-UP

Beneficiary Check-UP

When is the last time you checked the beneficiaries of your 401(k) account? 

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Protecting Yourself From Identity Theft

Protecting Yourself From Identity Theft

Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018." 

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239 Hits

Five (Easy) Steps to Setting Up a 401(k)

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll your company's 401(k) but keep putting it off? 

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8 Financial New Year's Resolutions For 2018

8 Financial New Year's Resolutions For 2018

Looking to increase your financial fitness in 2018? 

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Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

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How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

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TWM Video for your college Graduates


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5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

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401k Participants Look to Lotto Winners for Withdrawal Advice

401k Participants Look to Lotto Winners for Withdrawal Advice

All who chose annuitized payment happy with their choice

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Shocker! (Not): 401k Participants Want Help With Rollovers

Shocker! (Not): 401k Participants Want Help With Rollovers

 

Eight in 10 DC plan participants talk to an advisor

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A Wellness Check for your Retirement Plan

A Wellness Check for your Retirement Plan
By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

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How to Prioritize Retirement Savings

How to Prioritize Retirement Savings

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

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Fund Focus VEA

Fund Focus VEA

The FTSE 100 Index, which is composed of the 100 largest companies listed on the London Stock Exchange is at a higher level now than during BREXIT. Click Here to check out the performance of the Vanguard FTSE Developed Markets ETF (VEA)

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Why is it so important to Save for Retirement?

Why is it so important to Save for Retirement?

Why is it so important to save for retirement (Part 1)?  Life Expectancy is a big reason.  In addition to Social Security benefits (more to come on this next month), your investment portfolio is likely to be your most significant source of financial support in retirement.  Naturally, the longer you live, the more financial support you will need and people do continue to live longer.  The following chart uses information from the Social Security Administration to compare the probability of living to a specific age for someone born in 1950 versus 1990.  

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No Social Security COLA could mean increased Medicare premiums

No Social Security COLA could mean increased Medicare premiums

The absence of significant inflation, driven by gas prices which are substantially lower than a year ago, means bad news in 2016 for those who receive Social Security benefits - there will be no cost-of-living adjustment, or COLA.  In an unintended consequence, Medicare premiums could also rise for many. 

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Using the Ascensus Retirement Calculator

Using the Ascensus Retirement Calculator

Are you on track to reach your retirement goals?

Those that fail to plan, plan to fail. We all know the old adage, but finding the time to sit down and create a retirement income plan can be daunting, and about as exciting as a trip to the dentist. Fortunately, Ascensus offers Retirement Calculator on their website which takes the pain out of the process. This tutorial will answer common questions that arise while competing the tool.

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