How much do you need to retire?

July 17, 2017

The statistics are staggering. The majority of Americans do not save for retirement or have not saved enough for retirement. Make sure you're taking these three steps to be financially prepared for your retirement. Read more.

Tax Breaks Extended Retroactively; Some Are Permanent

July 28, 2016

In mid-December, Congress renewed a long list of tax breaks known as "extenders" that have been expiring on an annual basis. This year many of the rules are retroactive to the beginning of 2015. You may be able to benefit from some of them as you prepare your 2015 federal income tax return.

Tax Deadlines Birmingham February 2016

July 28, 2016

Certain tax numbers are adjusted for inflation each year. This year, many of the numbers are unchanged or change only slightly from 2015 amounts. Here are some of the tax numbers to use in your 2016 tax planning.

Tip of the Week

July 25, 2016

Tax Tip of the Week

July 25, 2016

DLHC Advisor November 2015

June 03, 2016

Beginning this month, you can sign up for a new 2016 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased during the last enrollment period. Even if your current policy has an automatic renewal feature, you’ll want to verify that you are still eligible for the federal premium tax credit.

Are you 65 or older? Include these tax breaks in year-end planning

June 03, 2016

Celebrate your 65th birthday with federal income tax benefits. Here are some of the breaks available once you reach age 65.

Sunk costs could lead to bad business decisions

June 02, 2016

Do you think pulling the plug on a failed contract would be "wasting all the money" your business has spent to date?

DLHC Advisor March 2016

March 04, 2016

If you haven’t yet begun saving for retirement, a myRA may be a reason to start. “myRA” is an acronym for “my Retirement Account.” myRAs cost nothing to open, have no fees, and let you start saving with any amount that fits your budget. You can open a myRA even if you have other retirement accounts. Your myRA belongs entirely to you and can be moved to any new employer that offers direct deposit capability.