10 New Tax Breaks… and 10 That Went Away, Pt 2

We're continuing our list of tax changes from the 'Act', passed in December 2017. 10 That Went Away 1. Personal and dependency exemptions suspended. The Act suspended personal and dependency exemptions. However, the increased standard deduction, enhanced child tax credit, and overall tax rate changes may offset or minimize the impact of this suspension on many [...]

By | 2018-04-24T19:36:33+00:00 April 24th, 2018|Uncategorized|0 Comments

10 New Tax Breaks… and 10 That Went Away Pt 1

In December 2017, lawmakers passed the Tax Cuts and Jobs Act (the 'Act'), a sweeping reform law that impacts pretty much everyone. Since we just finished the crush to April 15th, I thought it would be a good idea to recap what this year will bring. Our follow-on email will address the 10 Breaks That [...]

By | 2018-04-24T17:24:39+00:00 April 24th, 2018|Uncategorized|0 Comments

Financial Year in Review

Last year was a great year for market returns. Do you know where those returns happened.... and were you able to capture them?   This presentation is a review of last year's market moves and what's 'normal' for an expanding marketplace, including some of the major changes taking place that you may be unaware of. [...]

By | 2018-01-31T21:48:10+00:00 January 31st, 2018|Uncategorized|0 Comments

Elf on the Shelf Phenomenon: 11 millions elves!

Chanda Bell got the idea 14 years ago to share a family tradition from her childhood that involved an elf sitting on a shelf. She never imagined it would erupt into a Christmas-time phenomenon that's been embraced by millions of families. Bell, her mother Carol Aebersold, and her twin sister Christa Pitts are the trio [...]

By | 2017-11-24T17:24:42+00:00 November 24th, 2017|Uncategorized|0 Comments

The Rock Star, The Nude Estates, and the Lithuanian Shopping Mall

We've all got an image in our minds of who uses "offshore tax havens" to host their business. Let's say you're a junior-varsity Russian oligarch. You've spent a lifetime looting your country's resources like an all-you-can-steal buffet, and now it's time to take some of your chipskis off the table. You buy a flat in [...]

By | 2017-11-15T20:00:51+00:00 November 15th, 2017|Uncategorized|0 Comments

What Women Worry about Financially

Women tend to face financial challenges that men often do not. What these hurdles are and how to deal with them are important questions that Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., answers:   Fortune magazine, in its Oct. 1 issue, profiled “The 50 Most Powerful Women” in American business.  No. [...]

By | 2017-11-15T19:34:09+00:00 November 15th, 2017|Uncategorized|0 Comments

Why You’re Hardwired to be Bad at Money

Why are money decisions so stressful? No, it's not because you're broke. It's because your brain is fundamentally challenged when it comes to financial choices, according to neuroscience. And going it alone only makes it worse. "Our brains are really good at avoiding major risks and keeping ourselves alive," says Dr. Sam Barnett, a neuroscientist [...]

By | 2017-11-15T19:28:58+00:00 November 15th, 2017|Uncategorized|0 Comments

New Investment Rules for Retirement Investing

On June 9, the U.S. Department of Labor’s Fiduciary Rule—the most famous and controversial set of investment regulations you’ve probably never heard of—is going to start taking effect. The rule promises better protection for investors who employ financial advisors to help manage their retirement accounts, including rollovers into an Individual Retirement Account. The Fiduciary Rule [...]

How You Can Still Be Broke with $500,000 in Income

“How You Can Still Be Broke with $500,000 in Income”   In my Retirement Planning Courses, a topic I touch on regularly is - know your numbers! At least do a ballpark spreadsheet of monthly fixed expenses versus discretionary. Yep . . . it sounds like a diet - track everything you eat - and we [...]

By | 2017-08-09T17:04:42+00:00 March 28th, 2017|Uncategorized|0 Comments

Monkey Business!

“Monkey Business!”   In Roman mythology, the hero Hercules used his divine strength to smash through the mountain that used to be Atlas. This created the Straits of Gibraltar, linked the Atlantic and the Mediterranean, and forged the famed Rock of Gibraltar. The so-called “rock” is an enormous limestone monolith, rising 1,398 feet nearly straight [...]

By | 2017-08-09T17:04:42+00:00 March 16th, 2017|Uncategorized|0 Comments