For many people already in retirement, Social Security benefits and home equity constitute their biggest assets in retirement. In recent years, professional journals have shown articles by leading experts recommending strategies using the home’s equity in producing needed income, not just as a last resort...

The Accountancy has been welcomed by the International Association of Independent Accounting Firms (INAA). Please view the press release here. “On behalf of the entire INAA board, as well as each INAA member, we want to welcome The Accountancy firm to the INAA family. To the INAA members...

Your taxes will change in 2018 with the new tax law being enacted.Let’s show you how you will be impacted. Alternative Minimum Tax (AMT) did NOT go away! The starting point at which the AMT affects taxpayers has been increased slightly, so fewer will be affected...

One of the most misunderstood areas of our financial planning practice is credit. We have found that people in all walks of life seem to find consternation in its complicated formulas and seemingly arbitrary methodologies. Yet, it is a critical element of sound financial planning....