May 17, 2017 Conducting a Periodic Review of Your Estate Plan

What is conducting a periodic review of your estate plan?

With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.

May 17, 2017 Taxation and Health Insurance

What are the tax issues associated with health insurance?

Two aspects of your health insurance plan may affect your income tax calculations: the premiums and the benefits. There are many variables that impact the tax treatment of your health insurance premiums and benefits. And if you don't have qualifying health insurance, you may face a penalty tax beginning in 2014.

May 17, 2017 Market Update for Month Ending 04.30.17

Mixed month for markets ends with gains

April was a volatile month for financial markets, but early declines turned to gains at the end. The S&P 500 Index, Dow Jones Industrial Average, and Nasdaq were up 1.03 percent, 1.45 percent, and 2.35 percent, respectively.

May 17, 2017 Protecting Your Personal Email Account

Your personal e-mail account is a potential treasure trove for cyber criminals, as it likely contains communications between you and your financial advisor, as well as e-mails from other financial institutions and organizations you do business with.  A clever thief could potentially use that information to impersonate you and steal your hard-earned money or even your identity. 

May 17, 2017 The Trump Tax Proposal: What You Need to Know

This week, the White House unveiled its tax plan, proposing to cut taxes across the board, relieve millions of people from paying income taxes, and streamline filing—all while keeping the budget in balance (or at least not making the situation worse). But are the plan’s promises possible to fulfill, and does it stand a chance of passing?