Things to Watch for in 2018

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Welcome to 2018 and New Tax Rates! Tatyana Bunich CEP.RFC — 410-908-9293 Welcome to 2018! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to make a fresh start for everyone. As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. …

The Four Phases of Retirement

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Years ago, when you mentioned the concept of retirement, visions of a long and relaxing stretch of time after your career came to mind. Most people envisioned having a 20 to 30-year time span filled with activities such as traveling to exotic locations, leisurely days of relaxation and recreation and time with grandchildren. The possibility of long-term care was usually …

Estate Planning, Wills and Trusts

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Is Your Estate Plan Arranged So Your Family Can Rest in Peace? Tatyana Bunich, CEP | RFC | 410-908-9293 When it comes to financial planning, many people overlook the critical aspect of planning for their estate when they pass away. Over half of Americans don’t have the basic documents that comprise an estate plan, including a will, living will or medical …

Efficient Tax Strategies and Important Tax Birthdays

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Tax efficiency is the measure of how much an investment’s return you keep after taxes. Knowing your tax bracket is a good starting point, however, today’s tax code is quite complex. Understanding the tax code rules, managing how you generate income, choosing your investments with an eye on taxable income generation and properly utilizing potential tax deductions can help you …

Year-End Tax Moves for 2016

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Special Report! One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters elected Donald Trump to serve as the 45th President of the United States. Comprehensive tax reform was one of his …

Reduce Your 2015 Taxes and Plan for 2016

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How to Reduce Your 2015 Income Taxes (even if it is already 2016) and Plan for 2016 Special Report! Tax season has arrived — again. That means that it’s now time to finish and file your tax returns for 2015. This year you have until April 18 to file your federal tax return. (That is not a typo. April 15 …

Year-End Tax Moves for 2015

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One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …

How to Protect Yourself

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What is Identity Theft? Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date, bank account number, credit card number, etc.) and uses it to steal money or obtain services under your name. With every advance in technology, it seems there are those who will quickly find a way to put …