Home News  Location About Us Contact The Advisory Firm

tax facts





Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.




The Advisory Firm Newsletter:  March 2014

THIS MONTH IN PERSONAL FINANCE: New* personal finance weekly wrapup, medicare, social security, myRA, how to get audited, P&C insurance


The month of February slipped by me, so this newsletter is a combo for Feb & March. I've been busy with technology additions of late and you can benefit, just read further.........

Personal Finance Weekly Wrapup:

I'm launching a new tool that will pull together the most interesting articles on the web that I find on personal finance (and various other topics) and sending them out to you in a summary email each Friday.

How do you participate? All you need to do is register and each Friday morning you will get the email automatically sent to you.

Click here to register or go to the link on my homepage:



BlueLeaf Client Portal:

Earlier this month clients began transitioning to a new client portal that enables them to link all their accounts, assets and liabilities to get a complete snapshot of their personal finances. I've had good reviews from my early adopters and think this will be a valuable tool for clients going forward.

Want to learn more?: BlueLeaf Portal

Medicare Rates Increasing:

There was some chatter about the current 4 income brackets for Medicare rates being increased. Not much to worry about at this time, but helps to stay informed:

Here is a link to read more: http://www.marriedtoamiser.com/?p=468



New type of retirement account is launching, myRA:

A quick summary on the new myRA that will be launching:



Social Security the Teacher Trap:

I wrote a pair of blog posts on both the Windfall Elimination Provision and Government Pension Offset which are two sneaky rules in Social Security that affect teachers big time. Here are the links:




How to get Audited:

That got your attention, didn't it? Most articles this time of year focus on tax reduction strategies, thought I would shake it up a bit with some of the items that flag your return:



Protect your Assets:

Time for a P&C insurance review. Don't wait until a disaster to find out if your coverage is up to par. These two blog posts cover various items to think about with your property and casualty insurance:





James Daniel, CFP®

Let's Connect on LinkedIn!

© 2011 The Advisory Firm. All Rights Reserved.


The Advisory Firm, LLC provides fee-only financial planning services for clients throughout metro Atlanta and North Georgia including the communities
of Alpharetta, Canton, Cumming, Dawsonville, Duluth, Dunwoody, Marietta, Midtown, Roswell, and Woodstock.

This newsletter if for informational purposes only. The information contained within should not be considered as financial advice nor soliciation
for financial services. Consult with your financial professional if you have any questions. The Advisory Firm, LLC is a fee-only financial planning company and registered investment advisor.