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Friday February 27, 2015

News

Personal Planner - Gifts of Cash
Gifts of Cash
Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more careful. So we watched our budget, took a less...
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Savvy Living - Who Should Buy Long-Term Care Insurance?
Who Should Buy Long-Term Care Insurance?
Is there a good rule of thumb on who should buy a long-term care insurance policy? My wife and I have a few assets we'd like to protect, but we hate the idea of paying...
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Washington News - “Phishing” Warning for Tax Preparers
“Phishing” Warning for Tax Preparers
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of clicking on strange emails and websites. They may be scams to steal your personal information.” The bogus emails are sent by potential identity thieves to tax preparers. Each tax preparer has an Electronic Filing Identification Number (EFIN). A potential identity thief will send an email to a tax preparer that links to...
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