Tax Considerations for Retirees

Are you aware of them? Provided by Christian H. DePaul, CFP, MS, CDFA   The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or … Read More

No, That Is Not the I.R.S. Calling

Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Provided by Christian H. DePaul, CFP, MS, CDFA     Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always … Read More