Archive for the 'Blogs' Category

Will Social Security Increase Your Tax Bracket?

Posted on June 29th, 2020 · Posted in Blogs, Financial Planning

How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more

Retirement Plans for Self-Employed Individuals and Small Businesses

Posted on June 16th, 2020 · Posted in Blogs, Retirement Planning

How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… read more

When a 5.5% Bracket is Really a 14.1% Bracket: Connecticut Income Taxes

Posted on June 8th, 2020 · Posted in Blogs, Financial Planning, Retirement Planning

Connecticut income tax rates range from 3% to 6.99%. While 6.99% is the published “maximum,” you may find yourself paying… read more

What is the CARES Act?

Posted on June 1st, 2020 · Posted in Blogs, Financial Planning, Investment Advisory

The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large… read more

What is the SECURE Act?

Posted on May 18th, 2020 · Posted in Blogs, Financial Planning, Investment Advisory, Retirement Planning

The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more

People in a meeting

Our Financial Planning Process

Posted on May 11th, 2020 · Posted in Blogs, Financial Planning

Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to… read more

Rolling Over Old Retirement Accounts

Posted on May 6th, 2020 · Posted in 401k Rollover, Blogs, Retirement Planning

As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more

Understanding Medicare

Posted on March 26th, 2020 · Posted in Blogs, News, Retirement Planning

What is Medicare? Medicare is a national health insurance program for people 65 or older, certain people under 65 with… read more

fraud alert

Fraud and Technology

Posted on October 15th, 2019 · Posted in Blogs, News

Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors… read more

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