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Blog

Jim Lowry | Jan 27, 2021

When to Begin Collecting Social Security

Social Security
Deciding when to retire and begin collecting Social Security is an important life decision. For some, savings losses may dictate that you delay your retirement
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Jim Lowry | Jan 27, 2021

Assessing Your Retirement Resources

retirement
How resourceful can you be during your retirement?
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Jim Lowry | Dec 21, 2020

Thinking About Social Security Benefits at 62?

Social Security
Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at age 62, think
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Jim Lowry | Dec 21, 2020

Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft

Tax
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In
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Jim Lowry | Dec 21, 2020

IRS Makes Annual Inflation Adjustments for 2021

Tax
The Internal Revenue Service announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including standard deductions and the
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Jim Lowry | Dec 21, 2020

2020/2021 Tax Season Guide

Tax Planning
To ease some of the burdens of tax season, we are providing this helpful guide, which contains all the information you may need to easily address tax issues and
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Jim Lowry | Nov 23, 2020

Contributing to a Charity When You Have More Time Than Money to Give

charitable giving
If giving to charity is important to you but you have more time than money, you may wonder whether your donation of manpower will be as valuable as cash.
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Jim Lowry | Nov 23, 2020

Getting a Jump on January Tax Season

Tax Planning
Tax
From pandemic-related stimulus payments to job losses and furloughs, for many taxpayers, next spring's tax season may be more complex than usual.
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Jim Lowry | Nov 23, 2020

Creating a Business Plan for Small Businesses

small business
Your business plan is an important part of creating a business and a critical tool for drawing in lenders and investors. If you're thinking about launching a
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Jim Lowry | Oct 30, 2020

Prepare for Long-Term Care Before the Need

Long-Term Care
Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease.
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Jim Lowry | Oct 30, 2020

Benefits to HSA and FSA Accounts

health
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) are designed to help you save money on medical costs by giving you access to a special
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Jim Lowry | Oct 30, 2020

Charitable Giving: How it Affects You Financially as Well as Personally

charitable giving
The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services needed in
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jlowry@capitalplanadvisors.com

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