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...

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...

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...

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...

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....

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...