by Thomas Dettre | May 30, 2018 | Monthly Tips
12017 Retirement Confidence Survey, Employee Benefit Research Institute2Note that if you work while receiving Social Security benefits and are under full retirement age, your benefits may be reduced until you reach full retirement age. 3Working with a tax or...
by Thomas Dettre | Mar 3, 2018 | Monthly Tips
Tax Cuts and Jobs Act The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...
by Thomas Dettre | Nov 10, 2017 | Monthly Tips
Aging and the changes it brings are often regarded with apprehension. We know in many ways it can be good to get older, and enjoy the fruits of a life well lived. However, we often fear the changes to our body and mind that may cause us to lose independence and...
by Thomas Dettre | Oct 13, 2017 | Monthly Tips
For many people in the middle years of life, the prospect of parents getting older and being less able to do as much for themselves is scary. And when there is a life changing health diagnosis or other health event and suddenly that time is much closer, people...
by Thomas Dettre | Sep 8, 2017 | Monthly Tips
I am in the middle of reading Atul Gwande’s book “Being Mortal”, which takes on the topics of aging, decline and death, and how our society has turned these into medical problems rather than human ones. Gwande reminds us that American medicine has prepared itself for...
by Thomas Dettre | May 28, 2016 | Monthly Tips
Estate Planning Basics By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Estate...
by Thomas Dettre | Apr 25, 2016 | Monthly Tips
*There is no assurance that working with a financial professional will improve investment results. Common financial goals · Saving and investing for retirement · Saving and investing for college · Establishing an emergency fund · ...
by Thomas Dettre | Dec 16, 2015 | Monthly Tips
2015 Year-End Tax Planning Basics December 14, 2015 The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2015 tax year....
by Thomas Dettre | Feb 2, 2015 | Monthly Tips
February 02, 2015 Record Retention: Deciding Which Financial Records to Keep Keep critical documents and records safe and secure but accessible in a time of need Certain documents and records are too important to retain in an ordinary file drawer. Fortunately, they...
by Thomas Dettre | Jan 13, 2015 | Monthly Tips
New Legislation Extends Popular Tax Provisions In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014. This legislation extends for one year a host of popular tax provisions (commonly referred to as “tax extenders”)...
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