January 2014 Monthly Recap

Emerging Markets

Increased confidence in a strengthening U.S. economy helped decrease investor confidence in several emerging-market countries, and financial markets around the world felt the strain in January… (Read More)

Economic Perspective

• GDP grew at annualized 3.2% in Q4
• Only 74,000 new jobs added in December
• Fed began reducing bond purchasing from $85 to $75 billion
• Housing starts fell 10%
• Annual inflation for 2013 was 1.5% (Read More)

Frugal Habits of Millionaires

Cultivating a mindset, buying right, shunning debt and taking action… (Read More)

Filing Your Income Tax Return

Lots of changes to consider, new home office rules, same sex couples and IRA contributions. (Read More)

Are You Ready To Retire?

Is your nest egg adequate? When will you receive Social Security? Will you need health insurance? (Read More)

Lunch & Learn

Estate Planning for Business Owners

Speaker
Marc Smith, Esq., CPA
President – Kohler & Smith Co. LPA

Click for Details

B.O.S.S.™