Four Ways to Double the Power of Your Tax Refund

By Mark Fissel
Posted on March 21st, 2017

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to […]

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Investing That Makes an Impact

By Mark Fissel
Posted on February 24th, 2017

Socially responsible investing (SRI) has come to represent various investment strategies that favor companies with business practices generally viewed as socially responsible, ethical, and/or sustainable. […]

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401(k) Withdrawals: Beware the Penalty Tax

By Mark Fissel
Posted on February 24th, 2017

You’ve probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% […]

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What happens to my property if I die without a will?

By Mark Fissel
Posted on February 24th, 2017

If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the […]

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Do I need to file a gift tax return?

By Mark Fissel
Posted on February 24th, 2017

If you transfer money or property to anyone in any year without receiving something of at least equal value in return, you may need to […]

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How can I prepare financially for stormy weather?

By Mark Fissel
Posted on February 24th, 2017

Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread damage. […]

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Due Date Approaches for 2016 Federal Income Tax Returns

By Mark Fissel
Posted on February 24th, 2017

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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Can the IRS waive the 60-day IRA rollover deadline?

By Mark Fissel
Posted on January 23rd, 2017

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new […]

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Grandparents Can Help Bridge the College Cost Gap

By Mark Fissel
Posted on January 23rd, 2017

For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount […]

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Tax Tips for the Self-Employed

By Mark Fissel
Posted on January 23rd, 2017

Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also […]

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