Rob’s Blog

Planning By the Numbers: Updates for 2017

Are you ready to get started on your 2017 tax planning? Here are the numbers to use to take full advantage of retirement and other tax-advantaged savings. ●If you’re under full retirement age, the social security earnings limit is $16,920. That means if you collect benefits before your full retirement age and earn more than […]

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Have You Created an Emergency Records Binder?

With weather-related disasters making the news these days, emergency preparedness may be front of mind. You probably have tools to cope with a flat tire or a hurricane lantern or candles for times when the electricity to your home is interrupted. But have you considered what records you might need if your wallet was stolen? […]

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Will You Have to File a 2016 Tax Return?

The filing requirement rules for individual federal income tax returns are fairly straightforward. In general, you’re required to file a return based on your filing status, your gross income, and your age. Here’s an overview of the rules for 2016 tax returns. Single taxpayers (including those who are divorced or legally separated). If you’re under […]

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