commodities markets

Real Estate Investing for the Beginner

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Adjusting Your Portfolio as You Age

 As you approach retirement, it may be time to pay more attention to investment risk.



If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or enter retirement, is another adjustment necessary?


The Basics of Capital Gains

Following are the BASICS of capital gains as they pertain to the investments we typically encounter.  You should consult with your tax professional for your personal situation.


When Filing for a Tax Extension Makes Sense

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

You Don't Need to Itemize to Claim These Deductions on Your 2018 Tax Return

The Tax Cuts and Jobs Act of 2017 ushered in a number of changes impacting taxpayers at all income levels. These changes include new tax rates and adjusted income thresholds, as well as a significantly higher standard deduction ($12,000 for single filers and $24,000 for married couples filing jointly). The new law also eliminated a number of itemized deductions, while limiting others.

Avoid the M & A Tax Bomb

By Laura Malone

Get Your Social Security Benefit Statement (SSA-1099)

By Chris Jenkins, Public Affairs Specialist

Social Security Administration


Tax season is approaching, and Social Security has made replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. Now you can get a copy of your 1099 anytime and anywhere you want using our online services.

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