Ideas & Insights

IRA Contributions

March 31, 2015, No Comments by Shannon E. Johnson

Last week we discussed the difference between a Traditional IRA and Roth IRA. This week, we're reminding you that there's still time to make a regular IRA contribution for 2014! For most tax payers, you have up until your tax return due date to contribute (April 15th for many of us). 

Top Tweets of the Week

March 27, 2015, No Comments by Shannon E. Johnson

Top tweets of the week, catch up on all of your news needs!

Retirement: IRA or Roth IRA?

March 25, 2015, No Comments by Niels A. Jepsen

National Retirement Planning week is coming up in April--April 13-17th, in fact. It is a great time to start developing your financial plan and understanding your retirement options.

Business Expense Tax Deductions

March 24, 2015, No Comments by Kimberly L. Curtis

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Did you pay for any business-related expenses last year? If so, you are in luck! Oftentimes, these out of pocket work-related expenses are tax deductible. If this applies to you, you are able to claim the allowable expenses on your Schedule A.

Top Tweets of the Week

March 20, 2015, No Comments by Shannon E. Johnson

Top tweets of the week, catch up on all of your news needs!

Standard or Itemized Tax Deductions?

March 19, 2015, No Comments by Niels A. Jepsen

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The count down is on. Less than one month until taxes are due. As you're finishing up your returns, you'll need to decide whether you're taking the standard deduction or whether you're itemizing. You can decide which option is best for you by using software that will try both and compare the outcomes. Here are 6 Tips to help you choose: 

Top Tweets of the Week

March 13, 2015, No Comments by Kimberly L. Curtis

Top tweets of the week, catch up on all of your news needs!

National Consumer Protection Week

March 10, 2015, No Comments by Shannon E. Johnson

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The first week of March marks National Consumer Protection Week. It's a great opportunity to think about how you are protected from identity theft and how to be proactive in safeguarding yourself. We've listed five steps to making your identity safer. 

Top Tweets of the Week

March 06, 2015, No Comments by Niels A. Jepsen

Top tweets of the week, catch up on all of your news needs!

Elmira Lecture and Book Signing

March 04, 2015, No Comments by Kimberly L. Curtis

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We are thrilled to announce our lecture and book signing next Thursday at my Alma Mater, Elmira College.

Social Security Taxation

March 03, 2015, No Comments by Shannon E. Johnson

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Social Security is an element of financial planning that our clients are usually curious about. What will my benefits be? Will it provide what I need throughout retirement? Will Social Security be a viable option when I retire? It's a hot topic.

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