Many parents have kicked off a new school year and their children are one year closer to heading off to college. While that’s an exciting
With the passage of the Tax Cuts and Jobs Act that increases the standard deduction to $24,000 for married couples ($26,600 for those 65+) and
In today’s economy, workers seldom get hired out of school, work 40 years for the same employer, and hang up their hat with a big
Our Vintage tax team just finished our eleventh tax season and completed over 200 returns this year. But next season will be very different due
The new tax laws that took effect on January 1 are the most significant changes in over 30 years. While most Americans are beginning to
Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow
Pre-retirees are often focused on how much money that they’ll be able to draw for their retirement income, but how much you can spend will
If someone has tried to sell you an annuity, chances are one of the main benefits that they pushed was the tax deferral. What they
Politics Investors reacted to Tuesday’s election results by selling stocks. The Dow Jones Industrials Average fell 2.4% last Wednesday, though that was less than the
Recently we have seen audit activity by the IRS focusing on redemptions from 529 college savings plans. This is a bit surprising given the fact
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
