Planning Your Financial Future
As we get ready to celebrate the 4th of July weekend with hamburgers, hot dogs, cold drinks and fun times with the families, remember that our independence was not without cost.
Crisis Investing: Keeping Your Head
Not every crisis is a reason to make changes in your portfolio. Here are some factors that can help you think about the potential impact of a crisis on your investments.
Tax Advantages of Homeownership
Although tax considerations probably aren’t the motivating force behind most home purchases, the tax advantages associated with homeownership are significant enough that they may factor into the decision process.
Getting an Early Start on Saving for Retirement
Many people assume they can hold off saving for retirement and make up the difference later. But this can be a costly mistake.
Am I eligible for a veteran’s pension?
Honorably discharged veterans who have limited incomes and nonservice related health problems may be eligible for a pension from the Department of Veterans Affairs.
What is Aid and Attendance?
Aid and Attendance is a monthly benefit paid to qualifying veterans and their surviving spouses who need someone to help them with activities of routine daily living.
IRS regulations require that I advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
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