Washington Hotline – March 31 2015
March 31, 2015
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WASHINGTON NEWS IRS ‘Treat Taxpayers Nice’ Rules In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to
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AAM Weekly Market Wrap – March 30 2015
March 30, 2015
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Weekly Market Wrap: Stocks tumbled lower this week as US durable goods orders fell and Saudi Arabia commenced airstrikes on targets in Yemen. For
Life Insurance: A Flexible Wealth Management Tool
March 26, 2015
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Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of
Washington Hotline – March 24 2015
March 24, 2015
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WASHINGTON NEWS IRS Records for Charitable Deductions In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts
AAM Weekly Market Wrap – March 23, 2015
March 23, 2015
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Weekly Market Wrap: Stocks rebounded higher this week as the Fed dropped its “patient” language but added that it will be “cautious” in raising short-term
Rising Longevity and Your Retirement
March 19, 2015
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New research conducted by the Society of Actuaries (SOA), a leading membership-based organization for actuaries in the United States and Canada, revealed that older Americans
Washington Hotline – March 17 2015
March 17, 2015
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WASHINGTON NEWS ‘I-Am-From-The-IRS’ Phone Fraud At a Senate Finance Committee hearing on March 12, the Treasury Inspector General for Tax Administration Deputy Inspector General for
AAM Weekly Market Wrap – March 16 2015
March 16, 2015
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Weekly Market Wrap: Stocks continued lower for the second week in a row as the US dollar continued to climb, oil dropped, retail sales figures
Keep Emotions at Bay With an Investment Policy Statement
March 12, 2015
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Chances are your investment strategy calls for some portion of your portfolio to be invested in stocks to help you reach your long-term goals.1 But
Washington Hotline – March 10 2015
March 10, 2015
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WASHINGTON NEWS IRS ‘Tax Time Guide’ Helps Taxpayers With tax filing season now at full speed, the IRS published a “Tax Time Guide” with many
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