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So far admin has created 35 blog entries.

Mid-June 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   An Unintended Consequence of the 2017 Tax Act: Estate Planning  The big change to the recently passed tax and jobs act of 2017 is the doubling of the integrated federal estate and gift tax exemption to ~ 11.2 Million for descendants dying [...]

By | 2018-10-25T12:07:55-04:00 June 16th, 2018|Estate Planning, Medicare|0 Comments

Mid-May 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update     The thrill is gone: Bitcoin fizzles Source: WorldCoinIndex Bitcoin has dropped dramatically from its highs falling from nearly $20,000 to less than $7,000 in just a few months. Further trouble may lie ahead as Bitcoin has evolved into a [...]

By | 2018-10-25T12:08:29-04:00 May 15th, 2018|Financial Planning, Investing, Retirement|0 Comments

Mid-April 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Here comes the Boom!:  Demographics  Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the United States may look like in the future. Over 73 million minors, under 18 years of age, currently out [...]

By | 2018-10-25T12:09:03-04:00 April 10th, 2018|Financial Planning, Medicare, Planning|0 Comments

Mid-March 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Amazon, Microsoft and Netflix Carry S&P 500 According to a recent wall street journal report, (dated 2/22/18), Amazon has accounted for 27% of the S&P 500 gains this year, followed by Microsoft and Netflix. Based on Dow Jones data Amazon, Microsoft and [...]

By | 2018-10-25T12:03:36-04:00 March 13th, 2018|Financial Planning, Investing, Medicare, Planning, Retirement|0 Comments

How To Think About Your Social Security

As more Americans enter retirement or semi-retirement without a lifelong income stream from a corporate pension, it can’t hurt to think about how you can maximize your social security – or at least not ruin your benefit! According to Right Capital financial planning software, there are at least 567 possible claiming strategies for a married [...]

Mid-February 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   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 [...]

By | 2018-10-25T12:06:23-04:00 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 | 2018-01-25T16:15:49-04:00 January 25th, 2018|Advisor, Financial Planning, Planning|0 Comments

Mid-January 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update 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 [...]

By | 2018-10-25T12:05:31-04:00 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 | 2017-12-28T13:27:55-04:00 December 28th, 2017|Advisor, Financial Advisor, Investing, Risk|0 Comments

Mid-December Update

  Download in PDF Format for Easy Printing of the Entire Update 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 [...]

By | 2018-10-25T12:10:34-04:00 December 20th, 2017|Financial Planning, Investing, Retirement, Social Security|0 Comments