Taxes
What To Do With Old 401(k) Plans??
Friday, June 3rd, 2011When leaving a position at a company, you are not only leaving the company behind, you are leaving behind your old retirement plan. Rather than maintaining several different plans, it is often advisable to consolidate your plans to a single account. Doing so will make it easier to manage, will allow you to avoid paying [...]
The Magis Group Concierge Services
Wednesday, May 18th, 2011Since many of our clients’ financial issues go beyond portfolio management, we provide assistance with the whole picture. Here are just a few of the ways we’ve been able to help simplify our clients’ lives: Plan for the financial impact of a series of life events such as marriage, divorce, death of a loved one, [...]
What Women Want: Understanding the Modern Female Investor
Friday, November 5th, 2010A new study released by a leading female investment advisor highlights some significant points about women and investing. ”What Women Want: Understanding the Modern Female Investor” concludes that women don’t know much about investing, they want safe investments, and they prefer to work with smaller money managers who understand their needs and “don’t talk down [...]
Health Care Reform Bill Explained
Thursday, April 1st, 2010Although there may be more hurdles for President Obama’s health care reform bill to become law, the outlines of the bill are now clear. Here is a summary of important points on what you need to know about the healthcare reform legislation. To read the full piece of legislation click here. Cost: $940 billion over [...]
Oops! Errors to Avoid at Tax Time
Friday, March 26th, 2010Here are some good tips directly from the IRS on common mistakes and how to avoid them! IRS Tax Tip 2010-52 Errors made on tax returns may delay the processing of your tax return, which in turn, may cause your refund to arrive later. Here are nine common errors the IRS wants you to avoid [...]