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Financial Planning

11 Dec 2015

Financial Planning – Changes in Social Security

If you were born before April 30, 1950 the File and Suspend option is expected to be eliminated on May 1, 2016. See attached link for more information. Financial Planning – Changes in Social Security Rules

Financial Planning, Social Security
9 Dec 2015

Capital Gains/Losses

Do you have losses in your portfolio? Consider selling before 12/31 to receive up to $3000 in possible tax deductions. Click here for more information: Financial Planning – Realizing Capital Gains and Loses at Year End

Capital Gains/Losses, Financial Planning, Stocks, Tax Deductions

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