Calculating Retirement Needs

A staple in retirement planning is the search for “your number.” That is, how much money do you need to accumulate in savings and investment accounts so you can afford to stop working? Life expectancy is increasing, so the amount you have when you retire might have to last for decades. To find the number, […]

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Small Companies Can Do Well While Doing Good

The federal Small Business Administration reports that about 75% of small business owners donate some portion of their profits to charity each year. The average contribution is around 6% of earnings. Fulfilling philanthropic intentions has emotional rewards, and there can also be tangible benefits for your business. The more you align your charitable intentions with […]

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Tax-Wise Portfolio Rebalancing

Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver acceptable returns from the volatile assets, as well as fewer fluctuations along the way […]

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After-Tax Dollars in Traditional IRAs

Making your retirement contributions tax efficient is one of the most important factors when planning your retirement strategy.  Non-deductible contributions to an IRA may be part of that retirement plan.  Workers under age 701/2 can deduct contributions to a traditional IRA, as long as they are not covered by an employer’s retirement plan. The same […]

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Holding Down Premiums for Medicare Part B

Medicare, the federal government’s health insurance program for people 65 and older, has four parts. Although Medicare offers good value to many seniors, high-income Medicare enrollees can pay over $5,000 a year for Part B, whereas high-income couples on Medicare can pay over $10,000 in annual premiums. For that money, high- income enrollees get the […]

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Prenups Can Serve Many Purposes

Some people may think of prenuptial agreements as asset protection vehicles for wealthy individuals who are about to be married. When a wealthy individual gets engaged, a “prenup” can help safeguard the assets that individual brings into the marriage from passing to the future spouse in the case of a subsequent death or divorce. Beyond […]

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Steps to Identify a Phishing Email

Phishing attacks from malicious hackers are becoming more prevalent in an age where we exchange information and data electronically through email. Given the sensitive nature of their businesses, law offices and CPA firms are natural targets for phishing attacks. Please be aware of this possibility and the steps you can take to protect yourself from […]

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Defending Against WannaCry

As you may have heard, this past Friday hundreds of thousands of computers worldwide became infected with a computer virus known as “WannaCry” (or “WannaCrypt”). This virus spread rapidly due to a vulnerability in Microsoft Windows that was patched in March of this year. This virus combined several smaller attacks together to create a devastating […]

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Update on Sales Tax for Real Property Contracts and RMI Services

The North Carolina Department of Revenue recently issued additional guidance regarding the sales tax treatment of real property contracts and retail sales of repair, maintenance, and installation services to real property. This update includes a list that provides general guidance to assist with making a determination as to whether a transaction is a real property […]

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