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From Simply Saving to Financial Stewardship: What Millennials Need to Know
With the Global Financial Crisis (GFC) still fresh in their minds, more young people than ever have started saving for the future. But according to Wayne Titus, founding member of AMDG Financial, savings are just one part of the equation when it comes to creating long-term financial security. Read more...
Don't Wait for Tax Extenders to Begin Year-End Tax Planning
As U.S. lawmakers work through their lame-duck session, many taxpayers are waiting to see whether Congress will approve more than 50 provisions that extend tax breaks for individuals and businesses. But Wayne Titus, founding member of AMDG Financial, says don't wait - now is the time to begin year-end tax planning, with or without Congress's help. Read more...
Surviving Open Enrollment: How to Make the Best Choices for Your Family
It's time again for open enrollment - the once-a-year opportunity for employees to choose their health care benefits for the following year. Since many workers prefer not to spend time poring over changes to their benefits, Wayne Titus, CPA, PFS, AIFA®, of Michigan-based AMDG Financial, offers these tips to help employees get the best deal they can for themselves and their families. Read more...
Can Strategic Tax Planning Help You Stretch Your Retirement Dollars?
Roberta and Frank Swanson* are active 65-year olds who recently purchased their dream retirement home – a fixer-upper on a quiet lake, close to their children and grandchildren. With Frank already on social security and Roberta approaching her full retirement age of 66, the couple needed a strategy to help them afford a $30,000 repair while minimizing the impact on their future retirement income. Read more...
Five Tips to Help 50-Somethings Get Ready for Retirement
October is financial planning month, a reminder to Americans that there’s never been a better time to start planning for a brighter financial future. But for those over 50 who think it's too late to plan for retirement, Wayne Titus, CPA, PFS, AIFA, president of Michigan-based AMDG Financial, says it's possible to get back on track, starting with five tips to implement today. Read more...
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