November 30, 2017
fiduciary ruling

Why the Fiduciary Ruling Matters

The much talked about Fiduciary Ruling expected from the Department of Labor has been delayed until July 1st, 2019. Now, I understand some of the reason for the delay. I even have a client who is an attorney for a major insurance company, and this person is leading the task for the company in dealing with DOL alternatives. Obviously, there are some issues when it comes to this ruling. After all, we have FINRA, the SEC, and now the DOL already involved. So when you add the 50 states with various interpretations of the rules of all three different regulatory bodies, what we really have is a mess. Here’s why I’m on a rant about it though.
November 28, 2017
Tax Tip Tuesday Financial Blog Post

Data Protection Tips to Help Taxpayers and Businesses

Data Protection Tips to Help Taxpayers, Businesses The second annual National Tax Security Awareness Week is taking place this week.This event is part of the Security Summit, part of an ongoing collaborative effort to combat tax-related identity theft. The IRS, state tax agencies, the tax industry, and groups are coming together to encourage people to protect their tax data and identities. Black Friday and Cyber Monday kicked off the online holiday shopping season. The 2018 tax filing season is just around the corner as well, meaning criminals are especially active and working hard to obtain people’s personal data. 
November 28, 2017
Tax Tip Tuesday Financial Blog Post

3 Last Minute Tax Tips for the 2018 Tax Filing That Can Be Done Now

Now that the tax return extension filing deadline has passed, the IRS suggests that you look ahead and get ready for next year. As a Taxpayer, you still have time to take these three actions that may affect the 2017 tax return you will file in 2018.
November 24, 2017
charitable remainder trust

Is a Charitable Remainder Trust for You?

Did you know that you could sell a business or a highly appreciated asset and not pay a dime in taxes? I know what you are thinking. Yes, it does sound too good to be true. However, this is not one of those cases. It is absolutely possible with a charitable remainder trust. Check out this video to find out how! 
November 22, 2017
black friday

Financially Simple Black Friday Deals

What kind of financial planner would I be if I didn’t give you some money saving tips—and on Black Friday of course! While Santa is busy finishing up his list for all the good little boys and girls, the Financially Simple team has their eyes on a few gifts they want to snag for themselves. With Black Friday just a few days away, we’re sharing our top go-to gifts and deals (or not—John) that you may want to check out.
November 21, 2017
Tax Tip Tuesday Financial Blog Post

6 Resources for Tax Help After a Disaster

Taxpayers Can Look to the IRS for Tax Help After a Disaster Now that hurricane season is officially over, coastal residents can breathe a sigh of relief. However, other natural disasters can still strike. When they do, the IRS is an agency standing by for taxpayers looking for help after a disaster.