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Five Pointers to Consider when Filing for Social Security Benefits
Five Pointers to Consider when Filing for Social Security Benefits I just participated in a recent webinar presented by Laurence Kotlikoff, an economics profession at Boston University, in which he offered several pointers to the audience on Tips to consider when filing for Social Security. At STA Wealth, we have been talking for years about […]
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IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams.  The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season.  Here are some of the scams that are highlighted on the list. At STA Wealth, we want to help you avoid being a victim of these scams! Phishing […]
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How to Choose Your Best Pension Annuity Option
Executive Summary In 2017, we wrote an article for STA clients titled, “How Do You Maximize Your Pension Plan.” In that article we shared an in-depth white paper on many things to consider when optimizing your pension plan in coordination with your financial plan. Please refer to the article for a full discussion regarding: Choosing […]
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How Can You Maximize Your Pension Plan?
Executive Summary While the use of pensions as an employee benefit is on the decline, many of today’s workers nearing retirement have participated in a pension plan for the past several decades and have already accumulated a significant pension benefit. As those individuals begin to retire, they are faced with the classic decision of whether […]
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Maximizing Opportunities in Today’s Trade Market
Maximizing Opportunities in Today’s Trade Market Date:  February 26, 2019 To attend, click link to Register Now If you are a business owner or executive that is looking to learn how to maximize import/export trade in today’s global markets, this event is for you.  STA is proud to co-sponsor this event and breakfast discussion where […]
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Key Financial and Tax Planning Numbers
We have updated our popular Key Numbers for 2018-2019 piece. This information can be used to get a head start on reviewing your planning for the new year, or as a good reminder to contact your tax and financial planning team. The attached summary lists planning numbers in the areas of: Income Tax Planning (Rates, Deductions, […]
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Are You Riding the Stock Market “Roller Coaster”?
Are You Riding the Stock Market “Roller Coaster”?Written By: Scott Bishop, MBA, CPA/PFS, CFP® Over the past few years, I have been writing articles on coordinating your investment discipline with your overall Financial Plan.  Some of my recent articles talk about “Stress Testing” your portfolio and better aligning your overall portfolio allocation with your Financial Plan. Over the […]
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Timely Website Tax Related Articles
With tax time quickly approaching, we wanted to provide access to information regarding the new tax laws initiated with the Tax Cuts and Jobs Act (TCJA) passed in December 2017. We understand it is hard to find pertinent and reliable information, so we designed a resource page allowing easy access to Timely Website Tax Related […]
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Year-end Tax and Financial Planning Ideas
The end of the year presents a unique opportunity to look at your overall personal financial planning situation.   With factors like the 2018 tax law changes, life changes or just working towards your goals, now is an especially important time to review things.  It is always a good time to see if you are  on-track […]
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November is National Family Caregivers Month
November is National Family Caregivers Month By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or disability. Caregiving can exact an emotional, physical, and financial toll. It is important for caregivers to know […]
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