1609 Lancaster Ave
Reading, PA 19607
As a newer financial professional to Kaufman Financial Services, I have done a lot of research for our firm during my employment. Personally, I like to research financial/ personal finance topics and share my findings with others. The point of this blog is to educate both our client base and the general public with little bits of possibly useful information. If I can educate you on a financial topic that is top of mind, I will have considered my goal achieved. So read on and hopefully I can provide information/ answers to some common financial quandaries.
P.S. If you have any topics you would like to have researched, send me a message!
-Douglas A. Kaufman
doug@kaufmanfinancial.com
The IRS has recently updated a tax rule that could cause implications for both restaurants and their employees. The IRS has ruled that any automatic tips included with a bill will now be treated as service charges (IRS). What does...
Read Morev\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} There a many people who don’t understand the significance of filling out beneficiary...
Read MoreAbout half of all employed Americans have some kind of retirement plan that is sponsored by their employer. If you’re one of those Americans, you know what I’m talking about: the retirement plan that sucks money out of your paycheck...
Read MoreIt’s tax season. Whether you prepare your own taxes or have someone else prepare your taxes, you need to get the most out of your return while doing it accurately. There’s a deduction that could help you get a little more bang for your...
Read MoreThere are more than 2 million marriages and close to 4 million babies born every year in the United States (CDC). What do these statistics mean? With the inception of marriage or the birth of a child, a new family is created; therefore...
Read MoreYou’re employed and your employer offers a 401(k). You hear your coworkers discussing their 401(k)’s. You know that you have to save for retirement and you already know you want to retire early. So what should you do? The 401(k) is the...
Read MoreWe’ve come to the final leg of the 4 part section on buying a car and the choice between getting a new car or a used car: the financing. This section is longer than the past ones but is filled with great information so read on. There...
Read MoreSo now that you’ve thought about your budget and the price of the car that will fit nicely in your garage and your finances, let’s move onto a new topic: the add-ons, A.K.A. gadgets, A.K.A. gizmos. I’m not even going to attempt to tell...
Read MoreThe dilemma continues. If a vehicle purchase is in the near future for you, should you buy a new or used car? To reiterate the four considerations, I’m going to cover your budget, the price of the car, the add-ons, and the financing....
Read MoreFor many people, the allure of a new car, fresh from the manufacturer, can weigh pretty heavily when purchasing a car. However, is a new car the best choice? The answer: it depends. There are different things to consider when...
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