Protecting Yourself From Tax Identity Fraud

Tax identity fraud commonly refers to the practice of using a stolen Social Security number to file a false tax return and claim a fraudulent refund....

The Power of Tax-deferred Investing

As a result of the loss of corporate pensions and concerns about the long-term viability of Social Security, most Americans anticipate having to be...

Bunching Tax Deductions to Maximize Their Benefit Part II

An old technique has new value after the Tax Reform bill   RESTORING THE BENEFIT OF ITEMIZED DEDUCTIONS All may not be lost when it comes to...

The Entrepreneur’s Balcony

Lee County resident and CapeStyle contributor Jim Griffiths has had successful business ventures since the age of 13 and has decided to use his...

Cape Coral Community Foundation presents Faith & Generosity Conference

Connect with faith-based donors to translate spiritual capital into sustainability Cape Coral Community Foundation (CCCF) is pleased to present its Faith & Generosity Conference 8:30...

Unexpected Threats to a Well-Planned Retirement Part V

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invested thoughtfully and are on track to retire....

Looking Forward in 2017

It’s hard to believe that 2016 is over.  Aside from the February correction, fluctuating oil prices, or the UK’s decision to leave the European...

Social Security Decisions ARE For Life…

The Social Security Act with all of its associated rules and regulations is extremely complex. The Act and all subsequent rulings/regulations/procedures and forms (approximately 8000),...

Understanding the Key Risks in Retirement, Part I

Planning for these risks can improve the odds of a successful retirement Rather than thinking of retirement as the end of something, retirement should be...

Planning Tax Payments to Avoid Penalties

Properly structuring tax payments requires careful planning, especially in light of tax reform   Withholding and Estimated Tax Payments Individuals who are working are required to have...
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