Financial Planning

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

2018: The Year in Review

Every January, it’s customary to look back at the year that was.  What were the highlights?  What were the “lowlights”?  What were the events we’ll always remember?  Most importantly, what did we learn? 

Before we get into that, though, let’s take a brief jaunt back to the 1800s. 

Your 2019 Financial To-Do List

What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient.

 

Post Midterm Volatility

“A player surprised is a player half-beaten.” – Chess Proverb

The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion.

But this letter isn’t really about chess. It’s actually about the markets.

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   

Financial Fraudsters Preying on Boomers & Elders

 

 

If something sounds too good to be true, it probably is.

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk.

 

You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1

  

Back to Basics

 

 

Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

How Retirement Spending Changes With Time

 

Once away from work, your cost of living may rise before it falls.

 

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?

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