Financially Speaking Blog

Retirement Wausau WI Charitable Donations Can Be A Win-Win

Charitable Donations Can Be A Win-Win

Making a donation to charity directly from your IRA is a financial step that doesn’t always get a lot of publicity, but a U.S. News and World Report article How…

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Retirement Wausau WI The Future Of Social Security

The Future Of Social Security

Many Americans are concerned about the future of Social Security because, for a lot of people, Social Security income is one of the most important elements of their financial strategy…

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How Savers and Spenders Can Meet in the Middle

How Savers and Spenders Can Meet in the Middle

Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with – and even…

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Economic Fallout and Elections: Myth vs. Reality

Economic Fallout and Elections: Myth vs. Reality

The upcoming presidential election is already dominating the news. While many people presume if their preferred candidate doesn’t win there will be negative economic fallout, more than 90 years of…

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Retirement Wausau WI 7 Ways To Minimize Audit Risks

7 Ways To Minimize Audit Risks

1. Filing A Return Before They Have All Their 1099s & W-2s You’ve probably heard it before, but let’s start with the basics. One of the biggest mistakes folks make…

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Retirement Wausau WI How to Get Tax Savings on Charitable Contributions

How To Get Tax Savings On Charitable Contributions

By Debra Taylor, CPA/PFS, JD, CDFA Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts- even if they…

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