Blog

November 13, 2018

2019 Tax Planning – Year-End Preparations

The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially ... Read More
November 13, 2018

To Convert or NOT To Convert in 5 Easy Steps

What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan ... Read More
November 13, 2018

Retirement Planning Doesn’t Stop When You Retire

Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know how much they’ll need ... Read More
November 13, 2018

The Impact of Oil and Elections – November 12, 2018

Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for ... Read More
November 6, 2018

Using IRAs to Help Children in 5 Easy Steps

Can children have IRAs? There is no minimum age for having an IRA. Due to the power of compound interest, saving tax-free in an IRA from childhood ... Read More
November 6, 2018

What a Democratic House Would Mean for Your Taxes

Last year, without a single Democratic vote, Congress reshaped the tax code, lowering individual tax rates, dropping the corporate tax rate to 21% from 35%, doubling the estate tax exemption, curtailing ... Read More
November 6, 2018

Markets Bounce Back – November 5, 2018

Markets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its ... Read More
October 30, 2018

The Stock Market Is Sliding Again. Here’s What You Should Do Now

Recent market turbulence, including today’s sharp stock market drop, has been a wakeup call for many investors. Feeling queasy? It isn’t too late to make portfolio changes: The S&P 500 may be down 10% from its all-time high in September, but it’s still ... Read More
October 29, 2018

Why Did Stocks Drop? – October 29, 2018

Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during ... Read More
October 22, 2018

How Mega Millions changed the odds to create a record-breaking $1.6 billion jackpot

They don't buy lottery tickets. Not habitually, anyway. But the jackpot chasers typically emerge when they see the Mega Millions prize tick up and up and up, and they figure, "Hell, why not?" Read More