Limited deduction rubs SALT into taxpayer wounds

February 8, 2019 InvestmentNews by Marc Schoeff Jr.   Financial advisers bear bad news related to the state and local tax deduction that could surprise clients Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You’ll pay more in taxes. The reason for the increase is a …

Wharton Business Radio: In The Workplace

October 4, 2018 Wharton Business Radio   Hosts Peter Cappelli and Dan O’Meara are joined by Ann Gugle (Principal, Alpha Financial Advisors, LLC) on the Thursday, October 4, 2018 edition of In the Workplace.   In the Workplace: October 4, 2018

Retirees, Go Ahead and Spend a Little (More)

October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Successful savers have prospered by living below their means. Frugality often becomes a preference—sometimes to an excessive degree. It’s no secret that many Americans have not saved enough for retirement. But here’s the flip side of the coin: retirees who don’t spend enough of their savings. A recent study by …

Three Financial Advisers Discuss 2015 Outlook

December 15, 2014 Wall Street Journal by Daisy Maxey How Investors Can Prepare for Increased Volatility and Tax Issues Stocks have enjoyed an unprecedented rally since the end of recession in 2009, but many investors are bracing for an interest-rate hike that could shake U.S. stock and bond markets in 2015. Global turmoil, meanwhile, looks set to continue in the …

Advisers use tax planning as a hook to find more clients

March 9, 2018 InvestmentNews by Jeff Benjamin Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain gateway to a sturdier and more diversified planning business. “I refer to this time …

Devising a Tax Strategy After the Paycheck Is No More

March 4, 2016 The New York Times by Tara Siegel Bernard This tax season was the first in which Charlie Clark, 64, filed his return with his newly attained status: retiree. Mr. Clark almost always prepared his family’s tax return, but when he ran the numbers through TurboTax last month, he was pleasantly surprised. “This year, holy cow, we were …

The Journey: List of best 401(k) plans doesn’t tell whole story

March 5, 2018 Crescent-News by Janet Kidd-Stewart Tribune News Service (TNS)   Airline workers have the best 401(k) retirement plans, a new study claims, but that’s little comfort to Capt. Mike Burr, a 60-year-old American Airlines pilot still on the job after years of contract concessions, pay cuts, a pension freeze and a 2011 bankruptcy filing. Delta, American, United and …

Three high-tax states sue to fight legislation that cuts deductions

January 26, 2018 NBC News by Ben Popken Homeowners in areas with high state and local property taxes are hopping mad after the new federal tax bill passed — and now Democratic governors in some of those states are fighting back. New Jersey and Connecticut joined New York in suing the federal government over the new GOP-led tax overhaul plan …