Investing 101 teaches the benefits of diversifying your investments. Owning bonds helps lower portfolio volatility when stocks go on a wild ride like they did in the fourth quarter of 2018 while an alternative investment may zig when the...
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...
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
The July/August 2018 Eye On Money is now available on our blog. It features stories on:
Eight Ways to Catch Up on Retirement Savings
Deducting the Interest on Home Loans Under the New Tax Law
Income Annuities: Helping Your Savings Last...