by lindapowell | Mar 12, 2019 | Articles, In The News
What raises eyebrows at the Internal Revenue Service? Are you worried about being audited? The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 (the most recent information available). That same year, only 4.3% of taxpayers...
by lindapowell | Mar 12, 2019 | Articles, In The News
Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way. First and foremost, you learn to shut out...
by lindapowell | Feb 12, 2019 | Articles, In The News
Have a home-based business? Have a teen driver? Consider umbrella insurance In 2017, the U.S. had a record 11.5 million millionaires, up from 10.8 million in the previous year. An increase in personal wealth may bring greater financial flexibility; it may also bring...
by lindapowell | Oct 11, 2018 | Articles, In The News
Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality...
by lindapowell | Jul 6, 2018 | Articles, In The News
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their invested assets. New rules are scheduled to be implemented through the TSP Modernization Act, permitting TSP...
by lindapowell | Jun 14, 2018 | Articles, did you know, In The News
Amy Brandts, founding partner of Symphony Financial helped lead a grassroots effort on Capitol Hill highlighting the importance of Americans’ access to affordable, objective financial advice and the need to protect investors. Amy met with members of Congress and their...
