Category Archives: Uncategorized

Roth IRAs: A Tool to Maximize Tax Efficiency or Start Your Family on Their Way Toward a Healthier Retirement

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Paying taxes is so ingrained in our lives that many people do not even think about tax reduction until it’s time to file their tax returns. Unfortunately, by that point it’s usually too late to implement a strategy for minimizing their tax bill. It’s extremely important that you take your tax efficiency into your own […]

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The Rise of Interest Rates: An Investor’s Perspective

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When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future. Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a […]

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FAN 2018 First Quarter Tax Report

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Tax season officially started with the IRS announcing the opening on January 29, 2018. They are expecting more than 155 million individual tax returns for the 2017 tax year. The deadline to file or ask for an extension is April 17 this year, since April 15 falls on a Sunday and Washington D.C. will celebrate […]

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