New Rules For Medical Deductions
There are new rules this year for medical deductions. You can miss many deductions simply because you don’t understand what the IRS allows. Also this month a tip to spot credit card fraud. Read about this and more in our February newsletter.Social Security, Retirement and Home Health Aides
Some things are changing with Social Security in 2014, and some things remain unchanged. And are you thinking of hiring a home health aide? How about some books to read now that the weather is cold? All this in our January newsletter.Capital Gains, Taxes, and Charitable Giving
This month’s news: receiving larger than expected capital gains distributions from many actively managed mutual funds; checking on charitable organizations before you donate, and examining why boomers make the wrong move with Social Security. Read more in our...Medicare Open Enrollment and State Tax Savings
Making the right choices during Medicare’s Open Enrollment season can save you or your parents money. And before moving to another state, check out what your tax burden might be. Read more in our November newsletter.Treasury’s Debt Ceiling Dilemma
Wondering about the debt ceiling? Here is an NBC News post that explains the dilemma facing the Treasury Department’s Secretary Jack Lew. How does the government pay bills with roughly one-third of the funds? This and information on your state’s health insurance exchange in our October newsletter.