Ugggh: It is Tax Season again and that is sure to make people feel uneasy. Let’s face it, no one likes to do their taxes, do they? There are so many reasons to dislike this dreaded yearly project: Tax preparation … Continue reading
Author Archives: stusteinberg
11 February 2018
5 Ways to Help Pre-Retirees Balance Goals
When it comes to retirement, my advice is to plan years in advance for this very day, and concern yourself with issues beyond how much money you have. It is important is to realize that most people don’t fully retire … Continue reading
20 November 2017
Stu talks about the Income Tax implications of drawing from an IRA
Do you have questions about withdrawing from your IRA? We like to describe the potential growth in an IRA as a bell curve, hopefully growing up over the years, and then slowly being drained over the rest of your life … Continue reading
19 November 2017
Quick Income Tax Tip to Start the 2017 filing Season
Welcome to the 2017 Income Tax Filing Season. Electronic submissions start January 29, But many of you won’t file until March or April or beyond. Quick tip: Contact your tax advisor right away to see how tax reform affects your … Continue reading
16 November 2017
Stu chats TAX Reform with Win Damon on FM 96.3 Joppa radio
Tax reform is front and center these days as potential plans for reform are being pushed and are in ASAP mode. As usual there are so many stories and claims to this extremely huge issue. After reviewing dozens of articles … Continue reading
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