A December Letter to Clients: Some Taxing Issues and Market Round Up

A December Letter to Clients: Some Taxing Issues and Market Round Up Looking to year-end I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins. Many questions about the new administration […]

A Winning Combination: Tax Preparation & Planning

Smart Advice. Simply. Clearly. A Winning Combination: Tax Preparation & PlanningHere’s what you need to know. Provided by Hilltop Wealth Solutions Many of you have started working on your 2020 tax returns, or you’re at least thinking about them. But how many of you really think about taxes when it comes to your overall financial […]

Seven Steps for Staying Ahead of Scammers

Smart Advice. Simply. Clearly. Seven Steps for Staying Ahead of Scammers Here’s what you need to know. Provided by Hilltop Wealth Solutions When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, […]

An April Letter to Clients

An April Letter to Clients The Covid Economy, a Year Later This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a  worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt […]

The CARES Act Consumer Overview

The CARES Act Consumer Overview As the United States faces the COVID-19 pandemic and business comes to a standstill, the federal government responded with tax-filing relief and a massive stimulus package. Both actions include details that may impact your retirement accounts. Here is what you need to know: 2019 IRA and Roth IRA Contribution Deadline […]

Rattled By Markets, You’re Not Alone.

Rattled By Markets, You’re Not Alone. We witnessed extraordinary moves in the financial markets the week of Monday, March 9. The Dow Industrials has shaved several thousands of points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news that Saudi Arabia was dropping crude oil […]

Tax Considerations for Retirees

Tax Considerations for Retirees by Erik Brenner on Mar 6, 2020 Are you aware of these potential tax breaks and tax-saving opportunities? Provided by Erik Brenner, CEO – Hilltop Wealth Solutions The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. At age 65, the Internal […]

Health Care Costs Cutting into Retirement Preparations

Health Care Costs Cutting into Retirement Preparations by Erik Brenner on Mar 6, 2020 This is happening in subtle and not-so-subtle ways. Provided by Erik Brenner – Hilltop Wealth Solutions You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses […]