Your paycheck should be a little smaller…is it?
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Market Updates & Fun Tidbits 5/30/17
The markets marched ahead last week with the S&P 500 and the NASDAQ reporting all-time records, albeit just slightly above previous highs.[i] The S&P rose 1.43% over last week, while the NASDAQ was up 2.08%.[ii] The Dow gained 1.32% and the MSCI EAFE gained 0.14% for the week.[iii] Volatility subsided as the CBOE Volatility Index, [...]
2017 Changes to Social Security
An important part of any retirement plan is your social security. Do you know what changes have been made and how they may impact you? Click here https://merlaktax.biz/wp-content/uploads/2017/02/colafacts2017.pdf to learn more!!! Still have questions? Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory Group, Inc. are not affiliated with or [...]
Tax Tips for 2016 Tax Filing Season
TAX TIPS FOR 2016 TAX FILING SEASON: Get organized before your tax appointment – use a large envelope or file folder to accumulate tax documents as they arrive. Protect your identity – If you received an Identity Protection PIN, or IP PIN, in the past, then you must provide this number on your tax return [...]
2017 SOCIAL SECURITY CHANGES
An important part any retirement plan is your social security. Do you know what changes have been made and how they may impact you? Download the SSA Fact Sheet 2017 Social Security Changes to learn more. Still have questions? Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory [...]
TAX TIPS for the 2016 TAX FILING SEASON:
Get organized before your tax appointment – use a large envelope or file folder to accumulate tax documents as they arrive. Protect your identity – If you received an Identity Protection PIN, or IP PIN, in the past, then you must provide this number on your tax return not only the current year but all [...]
Dont Miss FREE Tax Workshop at the Algonquin Library
Algonquin Library is hosting a FREE workshop sponsored by Merlak Tax! January 24th at 7pm Harnish Location click link below to register We will cover the 10 most commonly over looked Tax deductions Register Here
Market updates 11-21 & other great tips
For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow increased 0.11%, and the NASDAQ added 1.61%.[1] While American indexes performed well, MSCI EAFE’s international equities declined 1.58%.[2] With the long, drawn-out presidential election behind us, investors are beginning to look past politics [...]
10 Ways To Avoid Wasting Your Tax Refund
It’s tempting to use refund cash to pay bills and rent or splurge on a longed-for extra. Instead, you might consider this your opportunity to do a bit of forward planning. Here are 10 ways to avoid wasting your tax refund. 1. Upgrade Your Career Skills It’s no longer enough to just do a good [...]
Eight Facts about New ACA Information Statements
individuals will receive new ACA information statements 1.) While the information on these forms may help you complete your tax return, they are not needed to file. You can file your federal tax return even if you have not received one of these statements. 2.) Form 1095-B, Health Coverage, is used by coverage providers to [...]