Monthly Archives: March 2017

Storms & Retirement

NEWS FROM THE HOME PAGE:

As we near the time for filing 2016 tax-returns, at least two important tax issues have come up recently. The first issue is how winter storms like Stella might affect tax-filing for individuals and companies. In some cases, tax-filing extensions can be granted for recent storm-related delays. [click here for details]

The second concern is about the current “bull” market and how it might affect retirement planning. The Dow Jones Index broke the 20,000 mark a while back and once has broken 21,000. The Federal Reserve recently increased interest rates by 1/4. Is the market over-valued? How should one take these events into account with regard to retirement planning? [click here for details]