Our Top 5 Blog Posts in 2017

Author: Patrick Melvin Jr.

Patrick D. Melvin Jr., is a Wealth Manager at Independence Advisors, LLC. Pat models client’s financial plans and works with the firm’s clients on financial planning areas such as retirement planning, investment planning and estate planning. CLICK HERE TO ASK PAT.

October 23, 2017  |  

IRS Contribution Limit Changes for 2018

The IRS recently announced changes to the contribution limits for retirement plans effective starting 2018.  One major change is an increase in the annual contribution limit from $18,000 to $18,500 for 401(k)/457/403(b) plans – the catch-up contribution limit for employees age 50 or older will remain the same ($6,000) in 2018.  Below is a table summarizing […]

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June 14, 2017  |  

Airbnb and Tax-Free Income: What You Need to Know

The rising popularity of online home-sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your hometown is hosting a major concert, national event or sporting event like the NFL Draft’s recent stop in Philadelphia, owners can rent out their residences at attractive […]

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January 26, 2017  |  

Top 5 Blog Posts of 2016

Looking back at the past year, our blog subjects had a wide range of topics.  From investments to taxes and other financial topics, we hope you enjoy our writings – because in the end, the purpose of our blog is to leave you, the readers, more informed. Below you will find our Top 5 blog […]

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January 9, 2017  |  

What Can We Expect in 2017? Answer: The Unexpected

What will 2017 hold for the markets? About this time every January, news outlets, economists, fund managers and other pundits flood the media with their predictions about what the market will do in the year ahead. Bold predictions abound regarding anticipated interest rate movements, the direction of the S&P 500 index and the global economy, […]

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