Mid-Year Tax Planning

Summer is here, 2016 is half over, and it’s a great time to organize your taxes. It seems most of my clients wait until January to look for their records, organize their charitable donations, and review investment accounts.  While it may not be fun to spend a Saturday afternoon in July reviewing your tax records,[…]

Q & A: Social Security Benefits

Will the earnings of my spouse reduce my social security benefits? When you receive Social Security benefits based on your own work record, earnings of your spouse will not reduce your benefits. For example if you start your own Social Security retirement before your spouse, his or her ongoing earnings will not reduce your Social[…]