Money Matters

Money Matters
February 28, 2019

When should you take Social Security? Sooner than you think!

ByKevin Theissen

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you?

Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up to age 70), the larger…

Money Matters
February 20, 2019

Tax deductions we overlook the most

Who among us wants to pay the IRS more taxes than we have to?

While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at some of the most…

Money Matters
February 14, 2019

Take retirement for a test drive

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out of money. Many parents want to keep supporting their children through some major…

Money Matters
February 6, 2019

New tax cuts benefit mainly businesses

By Kevin Theissen

Tax Cuts and Jobs Act

The nature and shape of the nation’s tax system inevitably influences the everyday decisions made by individuals and businesses alike. After the implementation of one of the most comprehensive reforms in over a generation, it is essential…

Money Matters
August 30, 2018

The ‘gig economy’ is not just for Millennials

While the emergence of the gig economy often is attributed to Millennials, MBO Partners’ 2017 survey found the full-time gig workforce is a generational mash-up. It includes 38 percent Millennials (ages 21 to 37), 27 percent Gen Xers (ages 38 to 52)  and 35 percent…

Money Matters
August 23, 2018

Income taxes are complex but logical

By Kevin Theissen

The Internal Revenue Service estimates that taxpayers and businesses spend 6.1 billion hours per year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about 3 million…

Money Matters
May 3, 2018

What is your “return on life?”

By Kevin Theissen

“The only money that’s really yours is the money you spend. Everything else goes to somebody else,” said Teddy Chafolious.

That piggy bank we remember from childhood wasn’t just a place to store our birthday money and spare change: it was a…

Money Matters
April 12, 2018

Three overlooked keys to successful investing

By Kevin Theissen

Does investing strike fear in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why.

The stock market makes some people nervous. This can be especially true for young…