Blog categorized as Weekly Blog
Taking Required Minimum Distributions
09.01.18 10:50 PM - Comment(s)
Year-End Tax Tips
02.01.18 10:48 PM - Comment(s)
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1
Accordi...
Falling Assets
26.12.17 10:46 PM - Comment(s)
Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the second-highest income quintile had an increase in retirement income. These wealthy households more than doubled their combined ...
Investing for the Long Term
21.11.17 10:44 PM - Comment(s)
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term c...
When One Spouse Retires First
14.11.17 10:42 PM - Comment(s)
It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with salt-and-pepper-haired couples strolling hand in hand across a beachfront.
Yet, this is not always the case. Anymore, we often...
Ways to Help Increase Retirement Savings and Reduce Your Tax Liability
07.11.17 10:39 PM - Comment(s)
As we head into the homestretch of this year, two things individuals may be seeking are ways to help maximize retirement savings and minimize 2017 tax liability.
One way to help do so is by contributing as much as possible to an employer-sponsored retirement plan. Many employers match worker contribu...
Goals-Based Investing
31.10.17 09:37 PM - Comment(s)
There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea behind goals-based inve...
What Type of Investor Are You?
24.10.17 09:35 PM - Comment(s)
Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the forces of biology and society.1 So when it comes to managing your finances, the debate isn’t about nature versus...
IRS News to Know
17.10.17 09:33 PM - Comment(s)
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on.
We can help ...
Income Strategies for an 8,000-Day Retirement
03.10.17 09:30 PM - Comment(s)
By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement or already retired, a milestone that’s generally perceived to come late in life. But consider this, there are approximately 8,000 days in today...
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