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Educational savings plans have been modified as a result of the new tax laws. One good change is that 529 plans are now a savings vehicle for college and private school. Let’s start with a…
In a recent blog, we talked about the tax-savvy option of donating appreciated stock to your favorite charity instead of writing a check. You may also have another option if you’d like to be philanthropic—and…
During the holidays, Bob wanted to make a generous $5,000 gift to his favorite charity. After paying for holiday gifts for family and friends, Bob had $10,000 left in his checking account. He had also…
The words “December, January, and February” immediately form a clear picture in the minds of people in the Northeast: Cold days and nights, snowy roads, and for some, the start of ski season. The mention…
Paul McCartney asked back in 1967 "Will you still need me, will you still feed me…when I’m 64?" Well, that age has come and gone for Sir Paul, but for most of us, that is…
Current law allows tax payers in the bottom two income tax brackets to realize capital gains without paying capital gains tax. If you belong to this group, there is a maximum amount that you can…
When natural disasters like Hurricane Sandy hit and property damage is sustained, it is important to follow appropriate steps to make sure your claim is tended to and paid as promptly as possible. Insurance agents…
