We’d love to hear from you!

Currently Browsing: Tag

Taxes

Charlie Bowers on Fox: Tax Season 2018

Watch Charlie give some practical tips on how to get the most out of this tax season.

Read More

Charlie Bowers on WBTV: Tax Preparation

Do you want to get your tax refund fast? Here a few tips and tricks from Charlie Bowers from Insight Folios about how you can get your refund fast!

Read More

How To Choose A CPA – Insight Folios

Several tips and tricks on how to choose the best CPA that’s right for you!

Read More

Paul Durso on WBTV: December To-do’s

The most important December “to do” list may not be related to shopping or parties. Checking your financial list twice could be the best gift you give yourself and your family.

Read More

Postpone Your RMDs – Insight Folios

Should you postpone your RMDs? There may be a new reason to do just that.

Read More

Postpone Your RMDs

On July 1, 2014, the IRS released the Final Regulations for “qualifying longevity annuity contracts” (QLACs). Thanks to these regulations, you will now be able to purchase certain annuity contracts that…

Read More

Financial Tip Tuesday: What is Inflation?

Inflation is defined as the increase in the price of products over time. Inflation rates have historically fluctuated over the years. Sometimes inflation runs high, and other times it is…

Read More

Financial Tip Tuesday: Understanding RMDs

A required minimum distribution (RMD) is the annual amount of money that must be taken from a qualified retirement plan, such as an IRA, SEP, 401k or any other employer…

Read More

Understanding RMDs – Insight Folios

A deeper understanding of what you may not know about required minimum distributions.

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.