Pending Tax Law Changes for 2018 makes 2017’s Year-end Planning More Important

We are once again knee-deep in the holiday season and the pace of our lives is ever quickening!!! Overwhelmed is, or already has become, the accepted condition for most of us.  I certainly don’t want to add to it, but I thought I would offer just a few timely and pertinent tax planning suggestions that could have a real positive impact on your 2017 tax liability.

Medicare Open Enrollment

We are right in the middle of Medicare Open Enrollment and thought some guidance would be helpful.

Medicare open enrollment started on October 15th and ends December 17th, with the coverage beginning January 1st, 2018.

Equifax Data Breach

The Equifax breach is cause for considerable and legitimate concern. The breach affected 143 million Americans and allowed access to very sensitive information such as names, birthdates, Social Security numbers, and account numbers, credit card numbers.

Six Facts You Should Know About Roth IRAs

Roth IRAs are a great financial planning tool that may not be around forever!!! Roth IRAs are one of those rare things that sound too good be true but actually really are that good!! 


Volatile Markets

I found this good article on strategies for volatile markets.  In light of the market's performance so far this month and especially today, I believe it's rather pertinent.  

Tax Documents: What to Shred, and What to Keep

I know that tax season is behind us and thankfully so! However, I came across this article about which documents should be kept and for how long and which ones should be shredded. I wrote a blog a few years ago on this subject, but I thought would be a good time to revisit the topic.

Still Financial Clutter in the Digital Age


I found a good and rather timely article in USA TODAY from The Arizona Republic about what to do with some of the dated financial documents that a lot of folks hold on to. It also has some good tips about how to store electronic data.

Get Ready for a New Acronym-IRMAA

Here is an article that I wrote that was published in the Financial Planning Association’s special section in the Columbus Dispatch.  This article really illustrates the importance of ongoing financial planning for all clients, especially those approaching Medicare eligibility.

Updating Estate Planning Documents

This past week I finally got around to having our Wills and Durable Powers of Attorney (DPOA) for health and financial reviewed by an estate planning attorney. I knew it had been some time since they were written, but I was surprised to see they had been written in 2003. As I have done so many times in the past, I put the "pro" in procrastination!

Dinner Conversation

Christine and I recently celebrated our 19th wedding anniversary. We went out for dinner to celebrate, nothing too fancy, but a nice place with an amazing selection of beers. We got a great table outside on the patio overlooking downtown Granville. It was a beautiful evening and it reminded us of the great weather we had on vacation in Florida a few weeks earlier.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2018 All rights reserved