With the turn of the calendar to a new year, we’re pleased to share with you Key Financial Data as you plan for 2019. Notable changes this year include a $500 increase to IRA contribution limits, 401k elective deferral limits,...
Even in retirement, our obligation to Uncle Sam remains a constant. For many, tax obligations may even be the largest retirement expense. Each type of income received will be taxed at different rates, therefore understanding tax consequences and developing...
Can three indicators predict the market's direction in 2018?
The Dow Jones closed the books on 2017 with its longest streak of monthly gains since February of 1959. It set a new record with a 5,000 point gain, dashing the...
How Important Is the 23,000 Dow Jones Milestone?
The Dow Jones Industrial Average is having a phenomenal year, with an increase of 18.28 percent since the beginning of the year. The index recently made headlines after passing the 23,000 mark....
The November/December 2017 Eye On Money is now available on our blog. It features stories on:
Steps to Help Reduce your Personal Taxes
Rebalancing your Portfolio
Financial Tips for Traveling Abroad
Investing in Real Estate with REITs
6 Tools to Combat...
An expensive hurricane, what we learned, and how to prepare for the next major event.
Our hearts go out to the residents of Houston and southeast Texas and Louisiana who are struggling to rebuild their lives and communities in the...