Check the background of this financial professional on FINRA's BrokerCheck.

Jan
14
Dollar Cost Averaging
If you haven't started investing towards a long-term goal because you're worried about short-term market volatility, consider using a popular investment strategy called dollar cost averaging. Dollar cost averaging takes some of the guesswork out of investing in the stock market. Instead of waiting to invest a single lump sum until you feel prices are at their lowest point, you invest smaller amounts of money at regular intervals--the same amount each time--no matter how the market is performing. Your goal is to reduce the overall cost of investing by purchasing more shares when the price is low and fewer shares when the price is high. Although dollar cost averaging can't guarantee a profit or protect against a loss in a declining market,...
Continue Reading »

Sep
06
Home Office Tax Deduction
Tags: Tax
Qualifying for the Home Office Deduction Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It's no secret that you generally can't deduct certain personal expenses (e.g., homeowners insurance, utilities, and home repairs) on your federal income tax return. But if you're using part of your home as a home office, you may be able to write off part of these expenses. To qualify for the home office deduction, you must first understand the IRS requirements. The home office deduction is really a group of deductions First of all, what is a home office? A home office is a room in your home, a portion...
Continue Reading »

Sep
06
2016 Tax Planning Environment
Tags: IRS; Tax Planning
The Tax Planning Environment in 2016 While more than 15 major pieces of tax legislation have been enacted into law since 2000, the current tax planning environment has been heavily shaped by the American Taxpayer Relief Act of 2012, passed in January 2013, and the Protecting Americans from Tax Hikes (PATH) Act of 2015, passed late last year. Together, these legislative acts made permanent a number of significant tax provisions that had previously existed only in temporary form, and introduced new rates and limitations that target high-income individuals. But while a host of popular tax benefits commonly referred to as "tax extenders" are now permanent fixtures in the tax code, others were simply extended, some only through the 2016 tax...
Continue Reading »


RECENT POSTS
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 *"Securities and Investment Advisory Services offered through KCD Financial, Inc., Member FINRA & SIPC. Securities are offered in Maryland, Virginia, Pennsylvania, New Jersey and North Carolina. For the residents of the other states, information provided here is for educational purpose only."

This communication is strictly intended for individuals residing in the state(s) of MD, NJ, NC, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.