Your Tax Forms and Financial Documents

Technically the IRS kicked off tax season January 30, but tax pros say it could be weeks before many Americans can file their returns. Also in this issue, which financial documents should you keep on file – and for how long? Read more in our February issue.

The Fiscal Cliff Deal and Your Taxes

Now that the fiscal cliff deal assembled by Congress is becoming law, it’s time to look at some of the tax law changes that will result. Also in this issue, news about adventure travel and IRS plans for processing your 1040 form.  Read more in our January...

February Economic Update

The S&P 500 opened 2013 with its best month since October 2011 – and its biggest January gain in percentage terms since 1997. In fact, stocks around the globe had a great month – and so did oil. Read more in our February economic update.