The Cautious Investor

The trusted Advisors of our Warren Office contribute a monthly article, The Cautious Investor, to The Youngstown Business Journal.

Saving for Education without Neglecting Retirement

May 1, 2016 | 0 Comments

Increasing education costs have led to young adults and their parents accumulating significant amounts of debt. According to the National Center for Education Statistics, it costs about $100,000 to attend a four-year public university, and nearly $200,000 for a private four-year school.* Even for new parents with the benefits of a longer time horizon, the…

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Idea for that Last Minute Tax Deduction

April 1, 2016 | 0 Comments

One frequently overlooked tax benefit is the “spousal IRA.” Generally, IRA contributions are only allowed for taxpayers who have compensation (the term “compensation” includes: wages, tips, bonuses, professional fees, commissions, alimony received, and net income from self-employment). Spousal IRAs are the exception to that rule and allow a non-working or low-earning spouse to contribute to…

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