Monthly Archives: February 2016

Government Spells Out the New Social Security Rules

Boomers who are in their sixties, tune in: The Social Security Administration has finally issued official guidance on the phase-out of two popular claiming strategies, and if you qualify, you need to act quickly. The agency issued an emergency message … Continue reading

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PA 529 College Plan – (800) 440-4000

For your PA 529 College Plan, we’ve been asking for your year-end statement showing the calendar year contributions. Apparently, that statement only shows your contributions for the last quarter of the calendar year.   You can get the info that we need … Continue reading

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Auto log/diary

IRS requires this, to document your auto / mileage expenses. pro-auto-mileage  

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