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News Release: Julia Brufke Wenger Obtains a MSFS Degree

JULIA BRUFKE WENGER EARNS MASTER OF SCIENCE IN FINANCIAL SERVICES DEGREE FROM THE AMERICAN COLLEGE OF FINANCIAL SERVICES

      PHOENIXVILLE, PA – FEBRUARY 22, 2017 – Julia Brufke Wenger, owner of Phoenix Tax Consultants has earned the Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at the American College in Bryn Mawr, Pennsylvania.

    The MSFS degree program provides a diverse financial education that prepares graduates to advise their clients on a wide spectrum of financial planning needs.  MSFS course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis.  The program includes practical case studies and client/practitioner scenarios that graduates can use immediately to help them address clients’ needs with expertise and confidence.

     Candidates for the MSFS must successfully complete 36 credits of individual and residency study and pass 12 rigorous examinations.  The American College’s Richard D. Irwin Graduate School has awarded the Master of Science in Financial Services degree to over 2,500 individuals since 1977.

       The American College is the nation’s largest non-profit educational institution devoted to financial services.  Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years.  The American College’s faculty represents some of the financial services industry’s foremost thought leaders.  For more information, visit TheAmericanCollege.edu.

Contact: 
Julia Brufke Wenger
300 Bridge Street
Phoenixville, PA 19460
610-933-3507

Around the Watercooler

JULIE BRUFKE WENGER  —  Julie finished her Master Degree requirements from the American College with a Masters of Science in      Financial Services in December. She also was again invited to be a member of the Women’s Advisory Board at John Hancock, dedicated to empowering women financially and a keynote speaker at the national conference for Signator Advisors in Orlando, Florida.

SARAH BRUFKE — Sarah completed her degree from Villanova and is now residing in NYC as an employee of IBM Corporation. The Brufke Wenger family is still recovering from the Villanova Championship!

JULIEGRACE BRUFKE — Juliegrace has been appointed the role of congressional reported and appeared  repeatedly on National TV with guest appearances on Fox Business.

 

Did You Know 2017

The safe withdrawal rate from savings in retirement of 4% is being challenged as interest rates remain low.

The S&P 500 has gained +285.4% (total return) from its 3/09/09 bear market low through the close of trading as of last Friday 11/25/16.

Our nation’s national debt was $18.922 trillion as of 12/31/15, a total that has reached $19.898 trillion as of Wednesday 11/23/16 (source: Treasury Department)

The 8/15/16 issue of Sports Illustrated predicted the final 4 teams in college football this season would be      Alabama, Clemson, Florida State and Michigan. 2 of the 4 teams made it to the final 4 (source: SI).

 

Happy New Year to All!

I need to start this conversation with a huge thank you to my “client family” for your loyalty and patronage in 2016. Tax season can be tiring but seeing the familiar faces of long time clients return each year makes our job very rewarding. As always, our focus is on relationships and providing the best possible outcome through preparation and planning. Although change is in the air, there are very few tax changes this year, at least not yet. Tax simplification is on the agenda in Washington. We will have to wait and see what that brings but this may be a good opportunity to bring about positive change from an individual planning perspective.

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2016 Tax Numbers for Filing

TOP TAX RATE: 39.6%

PERSONAL EXEMPTION 2016: $4,050

STANDARD DEDUCTION 2016:

Married: $12,700  |  Single: $6,350 | HOH: $9,350

STANDARD MILEAGE BUSINESS:  .54 cents per mile in 2016