Tag Archives: prostatis financial advisors group

More Retirees Heading for Hubs

When retirement is on the horizon, many people put their current hometown in the rear-view mirror. As the retiree population continues its upward trajectory, we expect popular retirement destinations to grow right along with it. A recent study by McKinsey … Continue reading

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Financial Markets and Presidential Elections

There’s a saying that with enough prodding, you can make statistics say whatever you want. We believe this is especially true for the loads of data surrounding presidential elections. It’s possible to use the data to say two different things … Continue reading

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IRS Rules Against Two Social Security Strategies

Two strategies that have long been recommended to help married couples potentially optimize their Social Security benefits have come to an end. This year, the IRS has clarified rules that no longer allow for two claiming strategies known as: File … 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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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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