A tax break for Seniors

Amount owed on tax return

Sometimes Congress actually gets something right! This happens so rarely that I wanted to write a special blog post on it. Clients who have followed our advice over the years tend to retire with no mortgage debt and few out-of-pocket medical expenses. This leaves their charitable contributions as the main source of itemized deductions to…

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What simple math can tell you about Social Security

Number of workers paying into social security

You don’t have to be a genius to know what simple math ratios indicate is happening to social security. Just take a look at the chart below, and you’ll know why you can’t trust Social Security exclusively for your retirement. [lightbox link=”https://elitecpatax.com/wp-content/uploads/2016/01/numberssworkers.jpg” thumb=”https://elitecpatax.com/wp-content/uploads/2016/01/numberssworkers-940×673.jpg” width=”940″ align=”left” title=”numberssworkers” frame=”true” icon=”image” caption=””] Planning now is always better than…

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