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Are You Prepared for Uncle Sam to Collect?
Due to the regular, individual income tax return filing deadline (April 15th) being on a Sunday, and the Washington D.C. Emancipation Day Holiday being observed on April 16th, the 2018 Tax Day has moved to Tuesday, April 17th. This is also the deadline to file for an extension on your taxes. With the tax filing deadline looming, it’s important for [...]
Don’t Get Fooled in Retirement
April Fool’s Day is celebrated every year on April 1st by playing practical jokes and spreading hoaxes with your family and friends. What was your favorite prank to play as a kid? Maybe you tied your siblings shoe laces together, put a fake spider in the shower, or blasted the volume on the stereo to scare the first person who turned [...]
Tariffs or No Tariffs… Are You Prepared for a Changing Market?
If there’s one thing that’s for certain about the market, it’s that nobody knows what will happen next. Recently, the Trump administration announced new steel and aluminum tariffs. Tariffs are special taxes that the government places on a product being imported from a foreign country. The new law creates a 25% tax on any foreign steel, as well as a [...]
4 Helpful Tips That Can Enhance Your Retirement
You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived their life that way. If [...]
Types of Risk to Consider
You’ve worked hard your entire career to set yourself up for an enjoyable life in retirement, but did you take into account the different types of risk when preparing your retirement plan? Nowadays, it’s a lot more common for people to live well into their nineties and even surpass the century mark. While it’s great that Americans are living a [...]
Go for Gold in Your Retirement Strategy!
PYEONGCHANG 2018 | Getty Images Imagine training your entire career for one moment, one chance to perform at your very best. You had your entire routine down, but somewhere along the way in your planning, you forgot to sharpen your outside blade of your skate. Next thing you know, you caught an edge on your final triple-axel and it cost [...]
3 Steps to Crash-Proof Your Retirement Plan
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 taking action early, you can [...]
A Quick Update from the 2018 Tax Reform
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 some people expect that a [...]
















