By: P. Lewis Robinson, CPA 1. Due Date of 2020 Federal Income Tax Returns: The Treasury Department and Internal Revenue Service announced that the federal
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The year 2020 was one of the most eventful in recent times, and the changes to the rules that govern retirement accounts were no exception. One of those changes
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Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really…
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Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer
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Marshall Bolden, CFA®, President March 2, 2020 Given the sharp increase in market volatility and the stock market declines over the past several days, many
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by: P. Lewis Robinson, CPA | Managing Director, Senior Wealth Advisor
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In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial
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Social Security may be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important
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Working moms and dads can get a break with the Child and Dependent Care Credit. Child care is expensive, and this credit is designed to offset some of that cost
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In sports, music, and politics, there are “great debates” that never seem to conclude. In the investment world, one great debate asks a thought-provoking
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Establishing a national health insurance plan for senior Americans has followed a sometimes-wayward path through U.S. history. President Teddy Roosevelt first
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Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to make sure your family is…
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