Nov 28, 2017 | Taxes & Financial Planning
Slight increases have been made due to mild inflation. You will able to put a little more into your workplace retirement account in 2018. The federal government has boosted the annual contribution limit on some of the popular qualified retirement plans thanks to...
Sep 25, 2017 | 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...
Feb 13, 2017 | Taxes & Financial Planning
About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 What do households do with that money? It varies. Last year, consumer financial services company Bankrate asked Americans about...
Dec 27, 2016 | Taxes & Financial Planning
You may be able to take a tax credit for making eligible contributions to your IRA or employer-sponsored retirement plan. Who’s eligible for the credit? You’re eligible for the credit if you’re: Age 18 or older; Not a full-time student; and Not...
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...
