Sep 28, 2018 | Investing & Markets
If you’re a market-focused investor, the big news this week was the Federal Reserve’s move to raise interest rates another 25 basis points, or 0.25%. This came along with messaging that indicated expectations of a 4th rate increase in 2018 with further rate raises...
Sep 13, 2018 | Retirement Planning
If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of Americans pour...
Jul 27, 2018 | Investing & Markets
News of strong US Gross Domestic Product growth this week provided positive sentiment on the US Economy. Trade war fears also eased slightly on the back end of President Trump’s meeting with the EU Commission’s President Jean-Claude Juncker. Facebook stock plummeted...
May 25, 2018 | Investing & Markets
This weekend we remember those who died in service of the United State’s Armed Forces. Memorial Day is Monday, the 28th. Market movement this week was relatively uneventful. China and the United States eased rhetoric around imposing tariffs on imports from one another...
May 8, 2018 | Family Life
If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need to be considered. So, does it make more sense to own your home as soon as...
Apr 27, 2018 | Investing & Markets
This week, the 10-year U.S. Treasury note yield passed 3% for the first time since early 2014, as concerns around the impacts of inflation heat up. Some of the particularly visible publicly traded companies such as Google, Facebook, Amazon, and Visa had great earnings...
Feb 21, 2018 | Retirement Planning
When we refer to your retirement number, most people think about how much money they need to save to meet their retirement goals. Knowing a specific retirement number is nice; it can provide you with a seemingly concrete, attainable goal. But is it truly valuable in...
Jan 26, 2018 | Investing & Markets
On Monday, Congress passed a three-week spending bill to end the government shutdown that kicked off late last week. Immigration debate was a central topic between Democrats and Republicans, and the next three weeks will likely see continued debate on this front....
Jan 9, 2018 | Retirement Planning, Taxes & Insurance
The beginning of a new year is a good time to plan charitable giving strategies for the upcoming year. Taking the time to do this kind of legacy planning now can maximize not only the impact of your charitable gifts, but also the tax benefits you may receive from...
Dec 27, 2017 | Legacy & Estate Planning
Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for the upper-income echelons. They can be a good, tax-savvy way to pass your estate on to your heirs, regardless of the size of your...
