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...]
April 2016 Personal Finance Newsletter
Our April 2016 newsletter was sent to email subscribers on April 19 and is now available online. For investing, the newsletter includes an investment market update and a review of the major factors affecting first quarter market performance. The newsletter also covers our perspective on the new … [Read more...]
January 2016 Financial Planning Newsletter
The January 2016 financial planning newsletter is now available. It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns. In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]
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