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Wednesday, November 7, 2018

Dear Valued Investor: The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the...

 

Thursday, October 25, 2018

Beginning September 21, 2018, those concerned about identity theft can freeze their credit and place one-year fraud alerts at no cost. Due to the passage of the new Economic Growth, Regulatory Relief, and Consumer Protection Act,...

 

Monday, September 24, 2018

Many recent college graduates find they have a difficult decision to make: contribute to their employer’s 401(k) plan or focus on student loan repayments. The choice between paying down debt and funding retirement can be a tough one,...

 

Friday, August 17, 2018

In July’s post we covered changes to deductions for IRAs resulting from the 2017 Tax Cuts and Jobs Act. For this month’s, we’ll look at the change to the “do-over” option on Roth Conversions. Prior to 2018, those who converted money...

 

Monday, July 30, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...