Articles

MWE written articles.

Posted in Articles

Report Warns Retirees about Potential Downsides of Reverse Mortgages

Reverse mortgages have been around for years. But they’re getting a new spin: Some senior homeowners are tapping into their home equity to “bridge the gap” until the time they’re ready to apply for Social Security benefits. However, an independent consumer agency — the Consumer Financial Protection Bureau (CFPB) — is cautioning retirees against using…

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Posted in Alerts, In The News

“Unified Framework” for Tax Reform Released

A tax reform plan has been released. The Trump Administration and select members of Congress have released a “unified framework” for tax reform. It provides more detail than other tax reform documents that have emerged from the White House over the past few months, but it still leaves many specifics to be worked out by…

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Posted in Alerts, In The News

Tax Relief for Hurricane Irma Victims

The Internal Revenue Service has announced that it is granting relief for victims of Hurricane Irma. Affected taxpayers are granted an extension until January 31 within which to file certain individual and business returns and to make certain tax payments. Affected taxpayers are those in Broward, Charlotte, Clay, Collier, Duval, Flagler, Hillsborough, Lee, Manatee, Miami-Dade,…

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Posted in Newsletters

MWE Advisor August Highlights

August highlights from The MWE Advisor newsletter: understanding your social security retirement benefits and business identification thefts, and the ABCs of higher education tax breaks.

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Posted in Articles

Understand Your Social Security Retirement Benefits

For years, people have questioned the viability of the Social Security system going forward. In July, the Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds. The report projects that the combined asset reserves of the Old-Age, Survivors and Disability Insurance (OASDI) Trust Funds…

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