Social Security Planning: Don’t leave $100,000 or more on the table!
Did you know that there are more than 1,300 different combinations for a married couple claiming Social Security? If you’re like most people, you probably weren’t aware of that. Making the proper election could add hundreds of thousands of dollars to your retirement income.
As part of our Strategic Advisory Services, we are reaching out to help you review your Social Security claiming strategy before you make an election.
We are happy to run a Social Security Optimization Analysis as part of our services to you, so please send us a copy of your updated Social Security benefit statement, which you may download at www.ssa.gov/myaccount.
Contact us today to set up an in person or WebEx (internet) meeting to review your personalized Social Security Optimization Analysis.
Recently, a client received a phone call from someone claiming to be from the IRS. The caller told our client that he owed money and must pay immediately or face arrest. This is just one example of a telephone scam that targets taxpayers. Continue reading
The WB team enjoyed volunteering at Feed My Starving Children so much in 2013 that they decided to do again this year. Feed My Starving Children is a non-profit organization where children and adult volunteers hand-pack meals specifically formulated for malnourished children throughout the world.
On January 10, 2014, 23 WB staff members and 9 family members helped fill 90 boxes for the charity, which is equal to over 55,700 meals. See more photos on our Facebook page.
January 2014 General Client Newsletter
In this month’s issue:
Six Competing Firms Work Together With Proven Success
Interns receive a combination of educational seminars and hands-on learning
It takes time, talent and resources for today’s youth to establish a solid foundation. For a student about to enter the workforce, an internship that focuses on education and real-life experience is essential. This is what six Chicago-area firms thought when they agreed to be part of the Accounting Intern Scholarship Program (AISP). The program begins its third year in June 2014. Continue reading
New January date scheduled for this popular webinar…
The new year is here! But what about finishing up last year? What do QuickBooks® users need to do? Attend our January “QuickBooks at Year-End” webinar and get the answers to your year-end questions. Continue reading