Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
ERICKSONFINANCIAL.BIZ
Four Really Good Reasons to Invest
As complex as the details of taxes can be, the income tax process is fairly straightforward.
ERICKSONFINANCIAL.BIZ
How Income Taxes Work
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
