Posts Tagged ‘Retirement’
Unparalleled Tax Benefits of a Health Savings Account
Medicare Authorization Forms
2023 Updates: Taxes, Social Security and More
Holiday Client Mixer & Charity Event 2018
On November 20th we had our annual Holiday Client Mixer and Kelly Anne Dolan Memorial Foundation Fundraiser. This year was our largest donation year to date – clients donated 100s of toys and over $2,500 in gift cards. We hosted the event at our headquarters, clients enjoyed food, drinks, old movies, meeting each other, each…
Read MoreMary Poppins Returns Client Event
On December 19th we had an amazing Client Event at the Flourtown Movie Tavern! We invited our valued clients to join us for a viewing of the new Mary Poppins Returns movie with complimentary adult beverages, sodas, milkshakes, popcorn and candy! We were so happy to have a chance to see everyone during…
Read MoreRPG Continuing Education: Estate Planning 101 Class
It was standing room only today at our Estate Planning 101 class taught by Guy F. Mattews, Esquire of Eckell Sparks Law Firm We had the opportunity to learn about Wills, Trusts, Probate, Powers of Attorney and more! Our attendees had so many great questions to ask that helped everyone learn more about each piece…
Read MoreRegister for our upcoming Medicare 101 Class!
This Class is for: Anyone Turning 65 in the next 12 months Anyone already 65 retiring off a group plan in the next 12 months Anyone on a Medigap Plan that has seen increased premiums Anyone with Questions about Medicare Register for our Medicare 101 Class at the Retirement Prosperity Education Center Saturday, May 5th…
Read MoreThe Estate, Gift, & GST exemption amounts have changed.
Important Updates: The Estate, Gift, and GST exemption amounts have changed. The IRS has just released revised inflation-adjusted amounts based on chained CPI as directed in the Tax Cuts and Jobs Act. Most numbers remained the same, including all income tax brackets. Here are the changes: The Estate Tax exemption amount for 2018…
Read MoreFiduciary vs. Broker – What’s the difference?
In the past few months, we have seen a rise in use of popular “designations” with the word Fiduciary in the title and I realize this may lead you to believe that someone who calls themselves, for example, an “Accredited Investment Fiduciary” is, in fact, acting as a Fiduciary, but that is not necessarily the case. Unfortunately, this designation does…
Read More2017 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…
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