by lindapowell | Apr 12, 2018 | Articles, In The News
What prospective annuity holders should consider Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to look at the potential offered...
by lindapowell | Apr 12, 2018 | Articles, In The News
Even with less itemizing, there are documents you want to retain Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay...
by lindapowell | Apr 6, 2018 | Articles, Economic Updates
April 2018 THE MONTH IN BRIEF In March, stocks faced another significant challenge. The Trump administration’s sudden plan to institute tariffs on imports sent a shudder through the bulls. All three major Wall Street benchmarks fell more than 2.5% during the month as...
by lindapowell | Mar 16, 2018 | Articles, Kristin's Chronicles
I’m going out on a limb this year. I’m trying an HSA (Health Savings Account). I’ve long been a fan of FSA’s (Flexible Spending Accounts), those accounts where you set aside money tax-free to be used for qualified medical expenses. If you’ve used these too, you may...
