The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more. To read the newsletter, click … [Read more...]
2016 Year End Tax Planning Tips
You won't start hearing tax preparation commercials on TV until next January. However, it will be too late for many of your best tax planning opportunities by then. Other than making some retirement contributions, most of your tax-affecting moves for 2016 need to be completed before December 31. … [Read more...]
2016 Third Quarter Investment Market Review
The investment markets provided gains in third quarter gains across the broad US and International stock indices, as well as bonds. With positive returns so far this year, many are worried about the effects of presidential election on the stock market. However, the data suggests that which … [Read more...]
Some good things are happening
If you're like me, you've found the news of the past month sad and frustrating. In the day-to-day hearing and seeing of so many tragic events, it's easy to lose sight of the many good things that are happening in our world -- like the long-term reduction in global poverty, the improvement in … [Read more...]
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