Archive for December 2017
2017 Year-End Tax Tips: Maximize Your Return
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…
Read MoreBest Places to Live in Retirement
Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…
Read MoreRetirement Prosperity Group gives gift donations to the Kelly Anne Dolan Memorial Fund
Thanks to our amazing clients here at Retirement Prosperity Group, we were able to donate 2 large boxes of unwrapped toys, books and over $400 worth of gift cards to the Kelly Anne Dolan Memorial Fund this year! We headed over to the Wissahickon Firehouse in Ambler, PA and dropped off all of our donations.…
Read MoreTrends in Nursing Homes: Cultural Fit
If you or a loved one needs nursing home care, wouldn’t it be nice to live in one that triggered fond memories and felt like coming home? A new trend in nursing homes is to create a community of similarly situated residents, such as those of a particular faith, ethnicity or even an alumni group.…
Read More2 Helpful Tax Strategies
If you’re like most taxpayers, you have no clue about the most effective tax strategies for these financial vehicles – especially if you lack access to expensive accountants and attorneys. Here’s some guidance. Here are two common situations and innovative solutions that might help. You are self-employed and want to save tax. You feel you…
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