Taking Stock

with Nathan Brinkman

09/23/14

What should I do if my credit card information was part of a data breach?

Now more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and to make online purchases. With this convenience, however, comes the risk of having your account information compromised by a data breach.

Posted at 09:06 AM | Permalink | Comments

09/08/14

10 basic tax to-dos for the rest of 2014

Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real opportunity for tax savings when you can assess whether you’ll be paying taxes at a lower rate in one year than in the other. So carve out some time.

Posted at 04:12 PM | Permalink | Comments

09/02/14

How do federal marriage-equality rulings affect retirement plans?

Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of “spouse” is very important to both plan sponsors and plan participants in understanding how a retirement plan works.

Posted at 10:20 AM | Permalink | Comments

08/04/14

4 common retirement myths (and realities)

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.

Posted at 12:39 PM | Permalink | Comments

07/21/14

Top 10 tax breaks you’ll miss in 2014

You probably didn’t notice, but when the clock struck midnight on Dec. 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders,” expired. While it’s possible that Congress could retroactively extend some or all of these items, you’ll have to evaluate your 2014 tax situation based on the fact that they’re no longer available.

Posted at 11:51 AM | Permalink | Comments