Monthly Archives: November 2012

TAX CHANGES (SO FAR) FOR 2013

  Fiscal cliff?  What does that mean to you?  No matter what happens taxes will be going up.  So more of your net income will go to taxes.  What can you do?  Analyze your expenses.  I suspect there is not … Continue reading

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Disability insurance: When are benefits taxable?

Have you wondered what would happen if you were unable to work for an extended period of time?  Could disability insurance as part of your financial plan? If so, the next decision is how to pay the premiums. Here’s why: … Continue reading

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Rethink Your Capital Gains Strategy for 2012

The typical investment advice at year-end is to sell losing stocks to offset gains you have taken for the year. This year that strategy may just be the wrong way to go. Here’s why. The maximum rate on long-term capital … Continue reading

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2013 tax limits from the IRS

The IRS has released tax thresholds for 2013 for social security limits, IRA contributions and the amount your family can give you tax free!  Feel free to contact us for feedback as your review these and how to adjust your tax … Continue reading

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