Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]
As you may already know, it’s now official. The first significant reform of the U.S. tax code since 1986 when Ronald Reagan was president has been ushered through by congress. Changes have been made to both individual and corporate tax rates. Individual provisions in the new legislation technically expire by the end of 2025, though [...]
A recent survey by the American Psychological Association said that 62% of Americans report being stressed about money. There’s no better time than New Year’s to review your current situation and make resolutions to be financially healthy in the New Year. However, it’s interesting to note that according to a Nielson survey, only 25% of [...]
Regardless of whether you believe in Santa Claus or not, it’s hard not to embrace the holiday spirit. The sounds and sights of the holiday season are inescapable. Even though it’s a time of celebration, it’s still a busy time. Everyone seems to be rushing around doing last minute shopping (or returns), or getting ready [...]
Everyone knows that December starts the holiday season, but for movie fans, it’s also the start of awards season. A slew of great movies are coming to theaters near you, from the historical thriller Marshall to the crime satire Three Billboards Outside Ebbing Missouri. But few movies have gotten more press than Lady Bird, a coming-of-age story that’s now the [...]
Many of us look forward to retirement as the reward for a lifetime of hard work. However, many retirees are caught off guard by the simple facts of their new life in retirement. Here are three things you should know about before you leave the working world for good. First is that required minimum distributions [...]
Although one of the most common retirement planning questions is, “How much money will I need for a successful retirement?”, it may be more important to focus on how much income you’ll need during each of your retirement years. And, in order to do that in an effective manner, you’ll want to try and create [...]
Philanthropy is an important aspect in many people’s lives because there’s no better feeling than knowing you’re doing your part to help a great cause, and to help improve the lives of those less fortunate than you. And, giving your hard-earned retirement dollars to charity can be a highly tax-efficient use of your savings. But, [...]
There’s no getting around it: the holiday season is here. Stores are playing Christmas tunes, there’s bright lights in front of every house, and everyone is beginning to bake their delicious, homemade holiday treats. Walk downtown and the sidewalks are filled with carolers and Holiday shoppers. Now, turn on the TV and you’re bound to [...]
Today, the median price for a single-family home is now 23% higher than it was in 2007, right before the financial crash. If the sound of that has you concerned, just remember that there are dozens of ways to invest in real estate without exposing yourself to direct, unnecessary risk. Real estate investments have always [...]
