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2018 Tax Law Guide

Tax Reform and Your Taxes In late 2017, Congress passed a sweeping tax reform bill that President Donald Trump subsequently passed into law. The Republican-controlled House and Senate promised to make the United States “open for business”, slashing the corporate tax rate in an attempt to compete internationally. The most significant tax overhaul in decades, […]

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Saving For Retirement

Saving for retirement is often looked upon as a burden, but once you reach the age of retirement it quickly becomes a blessing. Looking for ways to keep your lifestyle in retirement can be difficult to navigate. Pension and compensation packages offered by companies that gave a percentage of the employee’s salary is something that […]

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With Stocks Still Near Their Highs What Should Retirees Do Now?

Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a lifetime of income.  The type of unruly market action that we have seen over the last few months always unleashes a flurry of “expert” commentary that seems […]

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How to Purchase the Right Amount of Life Insurance

Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of coverage to provide essential protection needs, many people tend to adhere to simplistic rules-of-thumb, such as a “multiple of income,” which may leave them wondering if they own too much or […]

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Are You Nominally or Really on Track to Your Retirement Goals?

Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence, there lurks a more insidious threat which, thus far, has largely been ignored. Inflation or the prospect of its resurgence has somehow remained under the radar; perhaps because the official measure, […]

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Retire To Happiness: Tips To Thrive in The Next Chapter of Life

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by […]

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