
Military Finances 101: As World Backup Day Approaches, What's the Best Way to Protect Critical Documents?
The military backs up your work data for you. Are you doing the same with your personal data? Here's some guidance for you.
The military backs up your work data for you. Are you doing the same with your personal data? Here's some guidance for you.
Would you like to get a 10% - 30% discount on some of your medical expenses? A Tricare FSA might be just the ticket.
Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!
There are a lot of things to deal with when a parent passes away. Grief being one of them. But if your deceased parent had an IRA, you might be able to save the surviving parent a lot of tax money if you consider extra IRA distributions in the year of death.
Everyone is a little Irish on St. Patrick's Day. We're also ready to part with some of our "Green".
How much you pay for Medicare (which have to take to keep Tricare) can vary. If you're a retired military member, it is more likely to vary than it is for many civilians.
Having a military pension makes retirement a little easier. That doesn't mean entrepreneurs, especially women, can ignore retirement planning.
We generally recommend that you don't get your tax advice from social media. You'll hear people tell you to ignore your VA benefits when you're doing your taxes as they're not taxable. That doesn't mean they don't affect your taxes.
Let's face it, nobody likes to file taxes. And if you're in the military there are always a lot of other things tying up your time. Before it gets way to late, here are some tips to get your taxes done quickly.
Disclaimer
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. C.L. Sheldon & Company, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to C.L. Sheldon & Company, LLC website or incorporated herein, and C.L. Sheldon & Company, LLC takes no responsibility therefore. All such information is provided solely for convenience, educational, and informational purposes only and all users thereof should be guided accordingly. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.