by MRA Advisory Team | Feb 20, 2020 | MRA Tax Services, Tax Tips, Taxes
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on...
by MRA Advisory Team | Feb 13, 2020 | Finances, Financial Savings, Investments, Planning, Portfolio, Retirement, WealthBuilder Investing
WealthBuilder Investing is a great way to get started on your financial independence. There are no commissions charged and no minimums required. Our January updates for all Portfolio Fact Sheets are out and you can learn more...
by MRA Advisory Team | Feb 6, 2020 | Aging Parents, IRS, Tax Tips
The Internal Revenue Service wants seniors to know about the availability of a new tax form, Form 1040-SR, featuring larger print and a standard deduction chart with a goal of making it easier for older Americans to read and use. The Bipartisan Budget Act of 2018...
by MRA Advisory Team | Jan 30, 2020 | Aging Parents, Finances, Medicare Expenses
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2020 if you’re enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the Centers for Medicare...
by MRA Advisory Team | Jan 23, 2020 | Uncategorized
Whether at home, work or on a cell phone, it’s a scenario many Americans have found themselves in: answering a phone call only to find out it’s from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent...
by MRA Advisory Team | Jan 16, 2020 | Tax Tips, Taxes
With a new year comes a new tax filing season! Hopefully this tax season will not begin with an IRS shutdown, like last year. There were a few tax changes made in the recent bill passed by Congress, as well as a new W-4 Form. As usual, if any of the...
by MRA Advisory Team | Jan 9, 2020 | Debt, Entrepreneur, Estate, Finances, Financial Savings, Investments, Planning, Portfolio, Retirement
The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed...
by MRA Advisory Team | Dec 30, 2019 | Uncategorized
New Year! New Decade! It’s time for you to take control of your financial...
by MRA Advisory Team | Dec 26, 2019 | Uncategorized
No matter what holiday you celebrate MRA Advisory Group wishes you a wonderful holiday season surrounded by love and laughter.
by MRA Advisory Team | Dec 19, 2019 | Investments, Portfolio, Retirement, Socially Responsible Investing
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI...
