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Friday, November 17, 2017

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few...

 

Thursday, October 19, 2017

Monday, October 9th marks the 10-year anniversary of the S&P 500's highest point before the Great Recession. While the ensuing decade has provided quite a rocky road for the markets at times, the recovery is undeniable.[1] In fact,...

 

Friday, September 22, 2017

On Thursday, September 8, Equifax (one of the nation's three major credit reporting agencies) announced a cybersecurity incident that could potentially impact approximately 143 million U.S. consumers and almost half a million Mainers,...

 

Sunday, August 20, 2017

The year is more than halfway over. Have you acted on all those financial resolutions that you set at the start of 2017? If not, there's still time to complete them and take other favorable actions. Here are some suggestions:

 

Wednesday, July 26, 2017

First Half of 2017 Market Recap The S&P 500 and Dow Industrials both extended their quarterly gains to post their strongest first-half performances in since 2013. Technology (+17.23%) and Healthcare (+16.07%) led the six month broad...

 

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Thursday, June 15, 2017

No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some...

 

Monday, April 17, 2017

The first quarter of 2017 is now behind us, and although we won't have complete economic data for a while, we do know that domestic stocks had a solid start to the year. Going forward in to the second quarter of 2017, we have many data...

 

Saturday, April 1, 2017

If you're a small business owner or sole proprietor, you may be one who manages it all: sales, marketing, customer service, billing, and quality control. While being the chief cook and bottle washer has its benefits, it also means lots...

 

Tuesday, March 28, 2017

The debate over Roth vs. Traditional IRA accounts, and which one is better, comes down to two things, mostly: flexibility and taxes. Roth IRA's requires paying taxes up front but offer more flexibility later and may be the best option...

 

Tuesday, February 21, 2017

It's that time of year again as 2016 tax returns need to be filed by April 18th. IIS Financial Services' 2016 and 2017 annual tax planning guides are located below. These free, two-page guides will provide you with quick access to the...

 

Wednesday, January 18, 2017

Dear Friends, Colleagues, and Clients of IIS Financial Services, Our team at IIS Financial Services hopes you're having a great start to 2017! At the beginning of every year, we like to review the factors that influenced the financial...

 

Friday, December 16, 2016

The holiday season is a time of year when many of us reflect on our lives. It's also a good time to reflect on your financial plan. We want to provide you with a checklist to review some items that may impact your overall financial...

 

Monday, September 19, 2016

It’s all too easy to get caught up in ways to save for retirement, but it's also important to keep in mind ways to reduce costs during retirement. With the rising costs of health care and the unpredictability of your future...

 

Thursday, May 19, 2016

For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their loved ones. You may have heard that creating a trust and naming it as the beneficiary of...

 

Thursday, April 28, 2016

Review of Q1 and Start of Q2 2016 After a rocky start to the year, most stocks ended the first quarter slightly higher, which is remarkable considering the negative sentiment that caused stocks to selloff in the early weeks of 2016....

 

Friday, February 19, 2016

Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following questions: 1. Will a life event or major purchase affect my taxes?...

 

Sunday, January 17, 2016

2016 Annual Newsletter: The Financial Markets and 2015 in Review Dear Friends, Colleagues, and Clients of IIS Financial Services, Now that 2015 is in the rear-view mirror, let's take a look at some of the factors that influenced...