Oct 31, 2016 | Retirement
If you work for an employer who doesn’t withhold Social Security taxes from your salary, such as a government agency; e.g. City of Philadelphia, any pension you get from that work can reduce your Social Security benefits. The Windfall Elimination Provision (WEP) can...
Oct 13, 2016 | Retirement
We have a number of clients in the DROP plan (Deferred Retirement Option Plan), or those that have retired and taken their funds out. You have a number of things to consider as you plan for your retirement. If you decide to take a distribution of the funds you will...
Oct 6, 2016 | Planning for College
The process for applying for financial aid for college is changing this year in that the process started October 1, 2016. The Department of Education has put together a series of videos on You Tube to help you understand how the process works and explain what you need...
Aug 1, 2016 | Investments, Taxes
As tax practicioners we do many tax returns where there are opportunities to save tax money. We talk about these opportunities with clients and just like everything else time slips by and they forget to follow up and then we repeat the process the following year. ...
