Your Piece of the American Dream: Buying a First Home

Written by Stevens Group March 20, 2017

For many people, buying their first home represents the biggest financial commitment they'll ever make. Before making such an important decision, you should consider a variety of factors starting with whether home ownership is right for you.   When considering this question, it may help to view the ownership decision as a lifestyle choice first, and a financial decision second. While over time, buying a home can potentially be a good way to build equity, history has shown that, like many other investments, … Read more »

Comparing Apples to Apples: Understanding Common Market Benchmarks

Written by Stevens Group February 14, 2017

The dictionary defines the word benchmark as "a point of reference from which measurements may be made." In investing, benchmarks--or market indexes--are used by investors, portfolio managers and market watchers to track how a particular asset class or sector performs and to compare relevant investments to that measurement.   Each market index tracks a representative sampling of stocks, bonds or other securities that may be similar to the holdings in a given investment portfolio. In order to use … Read more »

Countdown to Retirement: Take Control of Your Assets

Written by Stevens Group

After years of saving and investing, you can finally see the big day--retirement. But before kicking back and relaxing, you still need to address a few matters. Chief among them is assessing how much retirement income you may need. To do this, you’ll need to consider your major costs in retirement, such as housing and health care, the estimated length of your retirement, whether you will have earned income, your desired retirement lifestyle and the rate of inflation. Next, you’ll need to identify all of your … Read more »

Business Tax Due Dates for 2016 Returns

Written by Stevens Group

As tax season approaches, remember these deadlines   As you’re preparing for the 2016 filing season, keep the due dates below in mind. Penalties for missed deadlines can be significant. Please note: As a result of various Congressional provisions, some of the dates differ from last year.   You’ll also want to note that the extension deadline for Form 1065 remains September 15, as it has a longer extension period—a maximum of six months—rather than the current five-month … Read more »

IRA or 401(k)?

Written by Stevens Group January 18, 2017

Know the key differences between these two popular retirement plans to ensure your clients are saving in the right account.   IRAs and 401(k)s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, provide tax-deferred growth, and help provide an income source in retirement. That said, there are also many differences between IRAs and 401(k)s. Some are relatively benign and probably won’t impact you very much, but other differences can make one type of … Read more »

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