Taxes on Social Security Benefits

One of the most common questions that I receive as clients prepare for retirement is whether or not social security benefits are taxable.  The quick answer to this question is that it depends.  Social security income is generally not taxed, however depending on the amount of income that you are receiving from other sources such…

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Compensation Strategies C Corporations

Are you running a C Corporation and struggling with how much to pay yourself? We take a look at the balancing act between minimizing taxes and maximizing compensation, give you some things to consider when evaluating a level of reasonable compensation and provide some helpful hints on how to avoid costly penalties. Consult your Financial…

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Retirement Plan Assessment

“A goal without a plan is just a wish” – Antoine de Saint-Exupéry. When it comes to retirement planning, simply wishing or hoping that you will reach your goals is not enough. It takes proper planning, dedication and discipline to meet your needs. As a Certified Financial Planner™, I take pride in helping my clients…

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2016 Tax Reference Chart

An important component of a strong Financial Plan involves tax planning. For many of us, a New Year gives us an opportunity to revisit and evaluate our current financial plan. As you complete your financial checkup, utilize our 2016 tax reference chart for updated tax data. 2016 Tax Reference Chart

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January 2016 Newsletter

In our January Newsletter we take a look into the Fed decision to raise short-term interest rates, highlight some key activities in the market, and provide our thoughts on potential wage growth in 2016.  Download January 2016 Diversified Wealth Newsletter Much Ado About Nothing Ever since the U.S. Federal Reserve (“the Fed”) ended its latest…

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