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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
72(t) Distributions

72(t) Distributions

Posted by Jeffrey Budzinski on November 06, 2019

Sometimes you can take penalty-free early withdrawals from retirement accounts.

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Weekly Economic Update | November 4, 2019

Weekly Economic Update | November 4, 2019

Posted by David Schlein on November 04, 2019

Take a look at the November 4, 2019 economic update.

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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Posted by David Schlein on October 23, 2019

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?

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Weekly Economic Update | October 21, 2019

Weekly Economic Update | October 21, 2019

Posted by David Schlein on October 21, 2019

Take a look at the October 21, 2019 economic update.

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Overlooked Tax Deductions for Small-Business Owners

Overlooked Tax Deductions for Small-Business Owners

Posted by Bryan Staniszewski on October 17, 2019

Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful!

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Weekly Economic Update | October 14, 2019

Weekly Economic Update | October 14, 2019

Posted by Bryan Staniszewski on October 14, 2019

Take a look at the October 14, 2019 economic update.

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How Medigap Choices Are Changing

How Medigap Choices Are Changing

Posted by Jeffrey Budzinski on October 08, 2019

Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C.

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Weekly Economic Update | October 7, 2019

Weekly Economic Update | October 7, 2019

Posted by Jeffrey Budzinski on October 07, 2019

Take a look at the October 7, 2019 economic update.

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October 2019 Economic Update

October 2019 Economic Update

Posted by David Schlein on October 01, 2019

Take a look at the October 2019 economic update.

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Weekly Economic Update | September 30, 2019

Weekly Economic Update | September 30, 2019

Posted by David Schlein on September 30, 2019

Take a look at the September 30, 2019 economic update.

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