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2018 Tax Facts and Figures
2018 Tax Facts and FiguresMark BeaverFeb 9, 2018 | 1 min readNow that the Tax Cuts and Jobs Act as been signed into law, we now have details to help in our tax planning efforts. Changes that will affect many tax filers are new income tax brackets, the doubling of the...
Home Equity Line Interest-It MAY Be Deductible After All
4 Charitable Giving StrategiesAndy Keeler Feb 9, 2018 | 2 min readIf loan proceeds were used to ACQUIRE, BUILD or make significant improvements.... In the rush to get news on the recently passed Tax Cut and Jobs Act out into the public domain, a good number of...
Dow 20,000! What’s Next?
Dow 20,000! What’s Next? Mark BeaverJan 25, 2017 | 3 min readIf you are one to pay any attention to the financial media (If you’re not, good for you!) then you have probably heard that the Dow Jones Industrial Average finally moved past the 20,000 milestone on January...
Have you received a threatening email or phone call from the IRS? Be very skeptical!
Have you received a threatening email or phone call from the IRS? Be very skeptical!Mark BeaverSep 16, 2016 | 3 min readThe IRS has issued continued warnings of various scam attempts on American taxpayers. These take the form of emails, phone calls and even text...
Can you save too much for retirement?
Can you save too much for retirement?Mark BeaverJul 2, 2020 | 1 min readSenior Financial Advisor, Mark Beaver, was asked for his thoughts on the subject in a recent MarketWatch article....
Pay for College or Save for Retirement…?
Pay for College or Save for Retirement...?Mark BeaverJun 25, 2019 | 1 min readOne of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay...
2019 Tax Facts and Figures
2019 Tax Facts and FiguresMark Beaver Jan 9, 2019 | 2 min readUpdates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths, 401(k)/403(b)...