Our Thoughts

"Either write something worth reading or do something worth writing." -Benjamin Franklin


Year End Tax Tips for Retirees and Pre-Retirees

Posted by on Monday, December 2nd, 2013 in Investing, Personal Finance, Retirement, Wealth Management | Comments Off on Year End Tax Tips for Retirees and Pre-Retirees

Black Friday already? Where did the year go? The good news: No matter whether you’re retired or on retirement’s doorstep, there’s plenty you can do before the end of 2013 to avoid giving Uncle Sam more than his fair share of your hard-earned income. Here’s a laundry list of what experts suggest: Do a dry run Lest you do something that you might regret later on, consider taking stock of where you are and where you want to be with your tax return. “The last couple of months of the year is an excellent time to do a dry run on your tax return,”...

read more