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Saturday, October 31, 2020
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New Tax Legislation – Benefit Summary

Congress recently passed the Tax Cuts and Jobs Act changing the tax code beginning 2018. This new tax law made significant changes to the...

Tax Aspects of Working at Home

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality...

Taking the Mystery Out of Capital Gains

The profit you make on the sale of stock is known as a capital gain. If you have owned the stock for a year...

Taxation on the Sale of a Home

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our...

Managing Your Assets

When you start organizing your portfolio you will want to consider how you will be spending your money after you retire. Some money will...

What Is A Qualified Annuity?

Many employers allow their employees to contribute to an annuity program. This becomes an investment option in a salary reduction retirement plan. Under this...

What Is A Variable Annuity?

Variable annuities offer more choices than fixed or guaranteed annuities. Some of the things they offer that are not the same as a fixed...

Keeping Your Plan In Balance

Investing can be a complex and confusing process. Even success can throw your investment strategy out of kilter. For instance, let's say you want...

Finding a Comfortable Level of Risk

All investments involve a trade-off between risk and return. A certain amount of risk is inevitable if you want your money to grow. The...

The Importance of Asset Allocation

Diversifying your funds among different types of investments is an important way to minimize your investment risks. It can also play a large role...

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New Tax Legislation – Benefit Summary

Congress recently passed the Tax Cuts and Jobs Act changing the tax code beginning 2018. This new tax law made significant changes to the...

Tax Aspects of Working at Home

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality...

Taking the Mystery Out of Capital Gains

The profit you make on the sale of stock is known as a capital gain. If you have owned the stock for a year...

Taxation on the Sale of a Home

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our...

Managing Your Assets

When you start organizing your portfolio you will want to consider how you will be spending your money after you retire. Some money will...
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