10 Basic Tax To-Dos for the Rest of 2014
September 3, 2014  | By Kevin Smith

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan Effective planning requires that you have a good understanding of your current tax situation, as…Read More

Some Things to Consider about Gifts to Children
September 3, 2014  | By Kevin Smith

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a…Read More

Quiz: How much do you know about Social Security?
September 3, 2014  | By Kevin Smith

You’re probably covered under Social Security–according to the Social Security Administration, an estimated 165 million workers are*–but how much do you know about this program? Test your knowledge by answering the following questions. Questions 1. If you decide to collect…Read More

Possible Relief for Consumers with Low Credit Scores
August 28, 2014  | By Kevin Smith

Changes to a widely used credit score may make it more likely for consumers struggling with low scores to obtain loans. Fair Isaac Corporation’s newest FICO® credit scoring model will change certain aspects of how it computes the information on…Read More

The 2014 Social Security Trustees Report: What Does the Future Hold?
August 22, 2014  | By Kevin Smith

Every year, the Trustees of the Social Security Trust Funds release a report to Congress on the current financial condition and projected financial outlook of the program. This year’s report, released on July 28, contains valuable information about the health…Read More

Retirement Myths and Realities
August 5, 2014  | By Kevin Smith

We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common retirement myths to consider. 1. My retirement won’t last that long The good…Read More