Everything You Need to Know About the New Federal Tax Forms, Ep #81
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code,…
Posts by Grayson Blazek
Am I Going to Have to Pay More for Medicare?
Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability…
When Will I Have Everything I Need to File My Taxes for 2018?
While the IRS has issued no indication that the deadline to file your 2018 tax return will be adjusted, we continue to monitor the effects that the government shutdown may…
Crystal Balls and CAPE
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As…
Considerations for the Medicare Surtax on Investment Income
Prior to 2013, Medicare taxes had only been imposed on earned income. That is, income earned through employee wages or self-employment earnings. However, beginning in 2013, to help fund the…
Planning for the Risk of Diminished Capacity
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it…
How Does the Small Business 20% Pass-Through Deduction Work?
One of the most significant changes made to the tax code through tax reform was a major reduction in the corporate tax rate, from 35% to 21%. Understanding that this…
How Tax Reform May Impact You, Ep #49
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on…
I Received a Windfall – Now What?
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was…
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