When Will Stocks Stabilize?
How deep will this correction ultimately be? Provided by Dane A. Wilson, Wealth Management Advisor January may prove to be the worst month for stocks in eight years. The S&P…
Social Security Update: The End of File and Suspend
A great claiming strategy to try and optimize Social Security benefits disappears. Provided by Dane A. Wilson, Wealth Management Advisor Congress just changed the Social Security benefit rules. On October 30,…
Protecting Yourself Against Email and Internet Fraud?
Do more to prevent fraud. Internet fraud is one of the most popular and widespread forms of cybercrime, with the Internet used increasingly to steal the identities and financial information…
Pay Professional Fees Now and Reduce Your Tax Bill
Want to Pay Fewer Taxes? At Ciuni & Panichi, Inc. our tax professionals are always looking for ways to help you reduce your tax burden. Here is another idea you can implement…
Changing Jobs: What About My Old Retirement Plan?
What do you do with your old retirement plan when you change jobs? First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will…
New Job – Don’t Forget Your Retirement Plan
What to do with your old retirement plan when you change jobs. First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will be…
Retirement Planning: When to Increase Contributions
Should you Increase your Retirement Plan Contributions in 2014? It’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re allowed into an employer-sponsored defined contribution plan…
Deadline Coming Up to Report Foreign Account Holdings
The deadline is approaching for US taxpayers to report accounts they hold in foreign banks and other financial institutions (foreign account holdings). You also may be required to report foreign account…
Watch Out for These Personal Financial Strategies
The Top Three Personal Financial Pitfalls to Avoid There are three financial strategies that seem to make good financial sense at first glance, but have the potential for abuse. Here…