Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
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RMDs_IRAs_QCDs and other Tax Planning Opportunities
IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreTrust, Plan, and Verify – Lessons on Estate planning
Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read moreWhere there’s a will, there’s a …..
Why You Need a Will and Other Estate Documents You’ve probably heard you should have a will, but what
Read more4 Tips to Retirement Budget Planning – the Essentials
4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read more5 Ways to Maintain an Active Mind in Retirement
5 Ways to Maintain an Active Mind in Retirement Staying active as you age is beneficial in lots of ways.
Read moreTax Tips 2017_2016
Tax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreTaxes and the Health Care Reform
Overview The 2010 Health Care Reform law puts into motion alterations in tax-related issues for businesses and individuals. Employers should
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