Archive - March 2015

1
Why Social Security Decisions Are So Tough
2
Keeping Your Investing Resolve
3
Tax Season: Tips to Save

Why Social Security Decisions Are So Tough

If you’re facing the decision of when to file for your Social Security benefit, you’ve probably noticed just how confusing it can all be. There are so many decision-points in the system, it’s no wonder folks are confused.  Depending on your point of view and how you count the decision-points, each person facing this decision has thousands of possible combinations to consider as they decide when to pull the trigger and file for benefits.

Recently I was going over a decision tree that I had built to describe the decision-making process for filing, and within this review I have counted …

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Keeping Your Investing Resolve

Two months past New Year’s Eve and it’s quite likely your own “resolutions” are merely well-intentioned memories. It’s not easy to resist temptation and some might ask why, indeed, they should. Investors may have been tempted, for example, to eschew equities entirely after global stock prices crashed in 2008. However, for those who kept their resolve and their wits about them, they benefited from the past few years, which saw stock prices soaring, eventually rising even past their pre-crash highs.

About this time last year, investors questioned why they should hold onto bonds. Indeed, financial writers insisted that the timing …

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Tax Season: Tips to Save

As spring approaches we find ourselves smack dab in the middle of tax season gathering tax documents. Many people face this time with stress and trepidation due to the fear of the unknown. They have no idea whether they will have to pay in or get a refund.

Tax year 2014 is officially over, but there are still a few things you can do to positively affect your tax return.  And one of the most important things you can do to improve your tax return is to capture all available deductions and credits.   I have seen enough tax returns prepared …

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