Taking Stock

with Nathan Brinkman

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.

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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

03/24/14

How well do you understand the financial basics?

Working with a trusted financial professional is one of the best ways to help improve your overall financial situation, but it’s not the only thing you can do. Educating yourself about personal finance concepts can help you better understand your adviser’s recommendations, and result in more productive and potentially more prosperous financial planning discussions. Take this brief quiz to see how well you understand a few of the basics.

Posted at 01:40 PM | Permalink | Comments