June 2019 – Trade War Concerns & Normal Market Corrections
June 2019
Our Blog
2018 Year End Tax Planning
Year-End Tax Planning Here are some tax planning techniques to consider: Maximize the use of tax-deductible retirement plan contributions. The 401(k) annual contribution limit is now $18,500. If you are age 50 or older, you can contribute another $6,000 for a total of $24,000. Fund Health Savings Account (HSA). For 2018, those in high-deductible health-insurance plans […]
Are you financially prepared for a natural disaster?
By prepared we do not mean having enough money to cover expenses if your entire home was to be destroyed by a natural disaster. What we are referring to is having the right documents/records on hand, making sure your insurance information is up to date and you understand your policy coverage, knowing what bills/statements come […]
Retirement Savings: Thinking Beyond a 401k
Here is a quick question to consider: which retiree would you rather be? Assume that both accounts hold identical investments and that each retiree spends the same amount each year. Retiree A has a $5 million account to fund retirement Retiree B has a $4 million account to fund retirement We suspect that most people […]
‘Tis the season for online shopping, and online scams…
Most people are finding it more enjoyable, less stressful, and just flat out easier to do their Holiday shopping online. Why wouldn’t we? It’s so much easier to look up anything you are searching for on Amazon or any other online retailer, and with one click you’ve secured the best price available and will have […]