Recently, Experian, FICO, and Finicity announced a new credit score called UltraFICO which draws on checking, savings and money market account history in addition to traditional credit history to determine FICO scores. The new UltraFICO Score, reflecting responsible financial...
With the 2018 mid-term election behind us, we wanted to take this opportunity to discuss the implications for both equity and fixed income markets moving forward.
The election came on the heels of an ugly October with many headlines...
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...
On September 21, 2018, a federal law introduced by the Federal Trade Commission (FTC) was passed offering the ability to safeguard your identity by freezing your credit without cost. Once a fee-based service ranging from $3-$10 per freeze in...
The November/December 2018 Eye On Money is now available on our blog. It features stories on:
Year-End Tax Strategies for Minimizing your 2018 Personal Taxes
Tax-Savvy Ways to Give the Gift of Education
Documenting Charitable Gifts
Changes to How Alimony is...
The September/October 2018 Eye On Money is now available on our blog. It features stories on:
Financial Tips for Your 50s and 60s
529 Plans are Not Just for College Anymore
Lower Tax Rates Make Roth IRAs More Attractive