Retirement can be one of the most critical financial life transitions you’ll experience.However, it’s easy to overlook important issues when there are so many details that need to be coordinated and managed. The good news is that most financial mistakes can … Read More
In this season of giving, be sure to deal with recognized charities, and be wary of charities with similar sounding names. It is common for scam artists to impersonate charities using bogus websites and through contact involving e-mails, telephone, social media, … Read More
Yesterday, the Internal Revenue Service announced cost‑of‑living adjustments as they apply to the dollar limits on retirement and pension plans for 2015. According to the announcement, “Many of the pension plan limitations will change for 2015 because the increase in … Read More
The Social Security Administration (SSA) and the Centers for Medicare & Medicaid Services (CMS) have announced limits and costs of living adjustments for 2015. This year the SSA has announced that beneficiaries will receive a 1.7% cost-of-living adjustment (COLA), and CMS … Read More
As reported on Akron.com, the Summit County Fiscal Office announced real estate tax relief is available to property owners who sustained damage in the Sept. 10 storm. Property owners can file an “Application for Valuation Deduction for Destroyed or Damaged Property” … Read More
I was interviewed recently for a special story on retirement and pension concerns, especially among teachers in Illinois. If you would like to see it, tune in to WGN TV tonight during the broadcast at 9:00 PM CST. Watch WGN … Read More