Band-Aid Fixes to Social Security

I remember a time when I was a young man fresh into my career as a financial planner. The year was 1981, and just like today, the news was on fire with talk of Social Security funds eventually being depleted. But being that I wasn’t anywhere close to retirement age at the time, I didn’t pay any attention. 

I SHOULD have. 

If you’re one of some the 69 million Americans who receive Social Security or SSI benefits, you'll notice some changes in 2020. 

Top 8 Changes to the SECURE Act

Hot off the presses for the Bradford Tax Institute! Congress passed some tax legislation just before the holidays and as you can imagine, it's changed some things. Specifically, concerning you - the small business owner - and your retirement savings. 

10 Proven Tax Reduction Strategies for the Self-Employed

If there’s one truth in this world it’s this: taxes can be a headache - especially for business owners. 

Whether this should or shouldn’t be the case (I’m of the very strong opinion that it SHOULDN’T be) is a topic for another time.  

But no doubt about it, it’s easy to feel overwhelmed when searching for strategies to reduce taxes. Especially when you’re self-employed. 

Tax Returns: Taking Care of What's YOURS

Tax season is in full swing once again. For many people it’s a stressful experience of hair-pulling proportions. It’s unavoidable, but there is an enticement: the potential refund a taxpayer receives after filing their return.