Author Archives: Brendan Lowder

It’s Never Too Early to Plan Your Retirement

Even when you’ve determined an exact date you want to retire, it’s hard to know how many years your retirement will last. So it stands to reason that planning for an early retirement could be a challenge. However, there are … Continue reading

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Strides in Pay Equality a Step in Right Direction

Lilly Ledbetter was hired in 1979 as a supervisor at Goodyear Tire & Rubber Co. and worked there for the next 20+ years. When she retired in 1998, she sued the company for paying her significantly less than her male … Continue reading

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Do Tax Preparers Know What They’re Doing?

For several years, researchers have been sending people into tax preparation offices to test the quality of the work. The results have been scary: • A tax preparer in North Carolina wasn’t sure what to do with one client’s dividend … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses Tax Scams

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog, Canet discusses the … Continue reading

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IRS warns of top 3 tax scams for 2016

The start of tax filing season means the start of tax scam season, and this year the scams are expected to be worse than ever, despite new anti-fraud measures enacted by the IRS. So the agency is warning about the … Continue reading

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New Year a Good Time for New Approach

We frequently resolve to reinvent ourselves in the new year — exercise more, eat healthier, read more or save more. This concept of reinvention carries over to several aspects of the financial world as well, both personally and in businesses. … Continue reading

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Top Tax Issues for 2016

As 2015 comes to an end, take some time to look over these changes, issues, and other concerns you may have this tax season. 1. Supreme Court ruling on ACA Millions of people will now continue to have access to … Continue reading

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Don’t Forget Your Required Minimum Distributions!

Here’s a gentle reminder to be sure your required minimum distributions (RMDs) are executed before the end of the calendar year. WHAT IS A RMD? RMDs apply to qualified plan accounts that receive a tax deduction for contributions and tax … Continue reading

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Tax Loss Harvesting Tips

Tax Loss Harvesting Tips Even though taxes may not be due until April, now is the time to decide if you should do any tax loss harvesting. Although tax loss harvesting cannot restore losses, it can lessen them. In short, … Continue reading

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Spotlight on Hidden Firm Fees, Merrill Lynch Edition

This is part of our ongoing series in which we review “kick backs” that companies receive and the hidden fees the consumers are left to pay. A few weeks ago we discussed the Edward Jones’ Revenue Sharing Dislcosure, which you … Continue reading

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