How Many Credit Cards Is Too Many?

Nov 3, 2016 | Finances

By Jill Krasny Published September 22, 2016 Personal Finance Credit.com With so many tempting credit card offers out there — we’re looking at you, Chase Sapphire Reserve — who wouldn’t want to take advantage of them and sign up? But some consumers may have reason to...

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Law Enforcement and Fire Personnel… How the Windfall Elimination Provision Affects You

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...

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The Impact of Alzheimer’s Disease

Oct 18, 2016 | Insurance

Everyone probably has someone in their family or circle of friends who has suffered the ravages of Alzheimer’s Disease.  The disease affects not only the patient but their entire family.  It robs the mind and can result in a huge loss in financial net worth.  There is...

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Wake Up – You May Be Losing Some of Your Investments To Taxes Unnecessarily

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. ...

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Wake Up America – There is a Retirement Crisis Brewing!

Jun 30, 2016 | Retirement

There are 10,000 baby boomers turning 65 every day.  Some are getting an opportunity to enjoy retirement the way their parents did, but many are not able to because they are woefully unprepared.  Several recently published articles have highlighted the poor financial...

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