Itemized Deductions

IRA Giving After Age 70 1/2 : How to Make a Qualified Charitable Distribution

IRA Giving After Age 70 ½: How to Make a Qualified Charitable Distribution As a former CPA with over 40 years of experience, our observation is that people are very generous with the donations they make. People typically donate cash, write a check to the charity, or put the donation on their credit card. Now,… Continue Reading: IRA Giving After Age 70 1/2 : How to Make a Qualified Charitable Distribution

The Last Mortgage Refinance

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA I know it’s not breaking news that mortgage rates are low. They are very low in fact.  At the last Federal Open Market Committee (“FOMC”) meeting in September they elected to keep the Federal Funds Rate unchanged.  The FOMC is… Continue Reading: The Last Mortgage Refinance

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