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Mid-February 2018 Update

  Download in PDF Format for Easy Printing   Zero – Fee ETFs (or negative) are on the horizon says Wall Street Journal Do zero fee exchange traded funds appear on the horizon in the US? The Wall Street Journal thinks so, as reported on 2/7/18. Between the low overhead costs possible through economies of [...]

By | 2018-02-08T22:55:38+00:00 February 8th, 2018|Financial Planning|0 Comments

Avoid These 5 common Medicare Mistakes

Are you signed up for Medicare? Medicare will help you cover certain healthcare costs, but you must pay for the privilege. Many people roll their eyes when they even think about dealing with healthcare and it can be very complicated to navigate Medicare or any insurance program or policies. Luckily, we are here to help. [...]

By | 2018-01-25T16:15:49+00:00 January 25th, 2018|Advisor, Financial Planning, Planning|0 Comments

Mid-January 2018 Update

  Download in PDF Format for Easy Printing New Rules Benefit 529 College Savings Plans As An Estate Tool - Estate Planning The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related expenses. The new rules [...]

By | 2018-01-18T01:54:35+00:00 January 16th, 2018|Financial Planning, Investing|0 Comments

Bitcoin’s Meteoric Rise: Is It Destined to Join History’s Largest Bubbles?

Is the gigantic Bitcoin bubble about to become one of the biggest busts in history? The digital currency has had an incredible year. At last count, Bitcoin was up over 1,400%--but according to people like Warren Buffett, the digital currency's meteoric rise has all the trademark hallmarks that come with a huge speculative bubble. While [...]

By | 2017-12-28T13:27:55+00:00 December 28th, 2017|Advisor, Financial Advisor, Investing, Risk|0 Comments

Mid-December Update

  Download in PDF Format for Easy Printing Equity Update – Domestic Stock Markets The Dow pierced through 24,000 towards the end of November as optimism about tax reform passage intensified. A primary emphasis to reduce both corporate tax rates and small business rates accelerated equity prices higher as optimism grew with the realization of [...]

By | 2017-12-20T13:09:14+00:00 December 20th, 2017|Financial Planning, Investing, Retirement, Social Security|0 Comments

What Are the Rules When It Comes to Collecting Social Security While Working?

Are you considering working while you are collecting Social Security as part of your retirement? Even if you're thinking about occasionally working part-time, when it comes to working and earning Social Security, you've got to be careful. Why? Because, if you begin earning too much money at work, you could get a reduced income courtesy [...]

By | 2017-11-29T21:24:36+00:00 November 29th, 2017|Financial Planning, Social Security|0 Comments

Caveat Emptor. New risks for 401k Plan sponsors

When it comes to your 401k plan, do you know what to do?  With the Affordable Care Act regulations getting all the attention, you may not have heard that 401k plan sponsors are now facing significantly increased risks.  Developments have come up from regulators and participant litigation that now require employers offering 401k plans to [...]

By | 2017-10-03T17:39:29+00:00 September 28th, 2017|401k Planning|0 Comments

Update On The Fiduciary Standard

The fiduciary standard, which has been debated for years - and already subject to numerous delays - requires broker dealers that handle retirement plans, 401ks and IRAs to put the best interests of their customers ahead of their own.  The first piece of this new standard went into effect on June 9th and is going to stick. But the [...]

By | 2017-08-22T18:50:47+00:00 August 15th, 2017|Uncategorized|0 Comments

Jordan Speith, Dustin Johnson And State Taxes

The official and unofficial golf season kicked off Thursday with the Masters. The PGA and all other tours convene for four special days in Augusta, Georgia. But did you know that most of the PGA Tour stars tend to make their full-time homes in Florida, Texas, and Nevada? And it is not just because they like fresh squeezed [...]

By | 2017-08-22T18:52:35+00:00 April 6th, 2017|Uncategorized|0 Comments