Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart tax-planning move. Given the changes in...
Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though...
Jan 29, 2019 | Taxes & Financial Planning
Nearly all the key items that affect one’s personal finances are contained in this easy to follow format. Talk to your financial advisor for more information. DISCLOSURE Registered Representatives offer Securities through The O.N. Equity Sales Company, Member...
Jan 23, 2019 | Financial Planning, Medicare/Long-term Care, Retirement, Taxes & Financial Planning
Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, of course, but as a demographic, women derive more benefit from this government-sponsored retirement program. To gain these benefits, however, women need to understand...
Feb 9, 2016 | Taxes & Financial Planning
A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank...
