Month: July 2019

Bitcoin photo

Own cryptocurrency? The IRS has some advice for you!

The U.S. Internal Revenue Service last Friday announced what may come as a surprise to thousands of taxpayers who own cryptocurrencies like Bitcoin but who failed to report transactions. If this is you, according to Uncle Sam, you may owe taxes. Taxpayers who do not accurately report income specifics of virtual currency transactions might be …

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Common Retirement Planning Mistakes – Part 3: Assuming All Financial Advisors are the Same.

This is the Third in a Four-part Series on Common Retirement Planning Mistakes As I continue to mention in each part of this series (part 1 here and part 2 here), every year thousands of people still retire or attempt to retire without seeking professional advice or having a well-developed game plan for their retirement. …

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Retirement Planning Mistakes – Part 2

This is the second in a four-part series of articles on Common Retirement Planning Mistakes.  In our previous post in this four-part series on retirement planning, we talked about the common misconception only wealthy individuals need to engage the services of a retirement planning professional and how not doing so could be a very costly …

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“The Secure Act” – Is Congress Coming for Your IRA?

An Opinion piece in the Wall Street Journal the other day detailed “The Secure Act”, a new law being considered in Congress, that has tremendous implications for any person’s retirement plans. We thought you all might find interesting and informative and you can find the original article here (paid Wall Street Journal account required to …

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Common Retirement Planning Mistakes – Part 1: Only the Wealthy Need a Plan

This is the first of a four-part series of articles on Common Retirement Planning Mistakes.  Preparing for retirement these days presents a number of complex challenges. There are five primary factors that need to be taken into consideration when developing and managing your retirement strategy: Taxes Healthcare (insurance) Estate (legacy) Investment Income. Each of these …

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