Take These Three Steps When Your Child Turns 18

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child turns 18 because then the state considers your child to be an adult with the legal right to govern his or her own life....

How Will the New Tax Law Affect You?

While most of the new tax law – the Tax Cuts and Jobs Act – has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers. Before we get into the details, be aware that almost everything listed below...

A Guidebook to Planning for Old Age

Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in Old Age. New York, NY: Da Capo Press, 2017. 313 pages. Click here to order book via IndieBound.org Millions of Americans are facing old age essentially alone. One in...

Financial advisers now to establish ‘trusted contact person’

The Financial Industry Regulatory Authority — FINRA — approved a new rule effective February 2018. All financial advisers are required to make reasonable efforts to obtain the name of and contact information for a trusted contact person upon opening a new account or...

Clients worry the tax legislation could ax Medical Expenses deduction

Some of our long-time Browning & Meyer clients worry the tax legislation before Congress could become a tax increase. Specifically, they’re concerned with the potential loss of the Medical Expenses deduction on their federal taxes. As they should be. The impact on...

Family Caregivers rightfully celebrated in November

As the holiday season rapidly approaches, this month reminds us of a certain admirable class of people we see all the time in our practice at Browning & Meyer Co., LPA: Family Caregivers. November is celebrated as National Family Caregivers Month. An estimated 90...