Adjusting Your Portfolio as You Age
As you approach retirement, it may be time to pay more attention to investment risk. If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or enter retirement, is another ...
Tax Deductions Gone in 2018
What standbys did tax reforms eliminate? Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Early drafts of H.R. 1 left only two itemized deductions in the ...
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and ...
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you will ...
Your 2018 Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to ...