Don’t make the mistake of retiring too soon
Unhappy at work? Quitting your job and retiring early may be riskier than you think. Forbes explains why: CLICK HERE FOR ARTICLE
Who can deduct car expenses on their tax returns
Taxpayers who have deducted the business use of their car on past tax returns should review whether or not they can still claim this deduction. Some taxpayers can. Some cannot. Here’s a breakdown of which taxpayers can claim this deduction when they file their tax returns. Business owners and self-employed individuals Individuals who own a [...]
SECURE Act proposed changes
Setting Every Community Up for Retirement Enhancement Act (SECURE Act) would be the first real major retirement legislation since the Pension and Protection Act of 2006 and is expected to make it through the Senate during this current term. Forbes discusses the 8 major ways this can impact your retirement plan. For those nearing or [...]
Good tax planning includes good recordkeeping
Tax planning should happen all year long, not just when someone is filing their tax return! An important part of tax planning is record keeping. Well-organized records make it easier for a taxpayer to prepare their tax return. It can also help provide answers if a taxpayer’s return is selected for examination or if the [...]
Renting vs. buying a home: Which is right for you?
Renting vs. buying a home is a big decision, and there are pros and cons to each option. In fact, a higher percentage of U.S. households are renting than at any point since 1965, according to a Pew Research Center analysis of U.S. Census Bureau data released in 2016. For some people, renting comes down to what [...]
Young Families
When you’re starting a family you face perhaps the most daunting financial pressures you’ll encounter at any stage of life. Expenses like a new home and young children weigh heavily, and you’re likely still early in your career, far from your peak earning potential. Meanwhile, you need to begin saving for the future: college for [...]
Are Young Americans “Job Hoppers”?
TIPS AND TOOLS FOR TODAY'S FAMILIES. Millenial Newsletter
If you are working, what happens to health insurance at age 65?
June, 2019 - Monthly News and Information for Current and Future Retirees Presented by Carla Merla June Retirement Insight
Your financial future is important to me!
Your financial future is important to me so that’s why I have built relationships with other professionals that can assist you! I wanted to share with you that mortgage rates have come down considerably even in the last six months! This is a perfect time for a mortgage review, buying a home or even getting [...]