New College Graduates Face a Whole New World, Including a Whole New Tax World

Wolters Kluwer takes a look at tax considerations for new college graduates.

The Doty GroupJune 4, 2019College, Tax, Wolters Kluwer, Student Loans, Retirement, Health Insurance, Gifts, Moving ExpensesComment

6 Personal Finance Trends That Should Worry All Americans

Experts provide tips on paying down debt, saving for retirement and staying current on car payments.

IndividualsThe Doty GroupApril 3, 2019Personal Finance, AICPA, Credit Card Debt, Retirement, Student Loans, BudgetComment

AICPA: Going Broke Remains Top Concern in Retirement

Running out of money is the top financial concern of clients planning for retirement, cited by 30 percent of CPA financial planners. This reflects an improvement from the AICPA’s 2016 survey, which found 41 percent of clients listing it as a top concern.

Individuals, RetirementThe Doty GroupFebruary 19, 2019AICPA, Retirement, Personal FinanceComment

IRS: Retirees With Pension Income Should Do A Paycheck Checkup ASAP

Retirees should do a Paycheck Checkup to make sure they are paying enough tax during the year by using the Withholding Calculator, available on IRS.gov. The Tax Cuts and Jobs Act, enacted in December 2017, changed the way tax is calculated for most taxpayers, including retirees.

Retirement, Tax ReformThe Doty GroupSeptember 13, 2018IRS, Retirement, Withholding Calculator