Social Security Benefits Seminar

Thomas, Judy and Tucker, in conjunction with Weston Banks Wealth Partners, will be hosting a free seminar on “Making the Most of Your Social Security Benefits” in the TJT offices on November 19th .  The seminar will begin at 9:00 a.m. and coffee and...

Cons and Pros of Roth IRAs

Annual contributions to IRAs, including Roth IRAs, are now capped at $5,500 ($6,500 if you’re 50 or older). Roth IRA contributions aren’t tax deductible, they’re available only to workers and their spouses, and they’re off limits to high income taxpayers....

Why You Need a Will

You may think that your estate plan should include a will in order to handle the disposition of your assets. That’s true: If you die “intestate,” meaning without a will, some or all of your assets probably will be distributed according to state law. In reality,...