Tag Archives: financial planning

End of the year Financial Planning tips

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial planning changes. But taking a few steps now could help you reduce your tax liabilities—and start January on a stronger financial foot. Consider completing the following tasks before 2017 is over: • Make Charitable Donations… Read More »

Global Investors Wary of UK Markets as Brexit Fog Thickens

Jamie McGeever LONDON (Reuters) – Money managers charged with investing trillions of dollars of global savings haven’t abandoned Britain just yet, but the uncertainty created by Brexit has made them extremely wary about investing in UK Plc. Portfolio managers, strategists and investment officers at 13 asset or wealth management firms controlling more than $7 trillion (£5.7 trillion) of assets have told Reuters that their broadly negative view on Britain hasn’t changed since the June 23… Read More »

Growing Your Retirement Funds Faster

Recent market volatility may have left you staring at your 401(k) in dismay. If you’re not seeing the results you want, there are ways to help grow your 401(k) faster. Of course, the most obvious solution would be to contribute more. If you get a raise – raise your contribution amount. Hopefully, you’re already taking advantage of “free money” and contributing the full amount your employer matches, but you can always go above that amount… Read More »

Standing Tall Against Terror

Paris. San Bernardino. Istanbul. Brussels. Lahore. Over the past year, it seems the only thing to interrupt constant U.S. election coverage has been breaking news of violent terror attacks from around the globe. The most recent possible attack being linked to the lost EgyptAir Flight MS804, which disappeared over the Mediterranean on May 19. Terrorists hope to create widespread fear and wreak economic damage, and the cost of lost lives can’t be measured. Fortunately, the… Read More »

Tax Freedom Day Approaches

Taxpayers will have a reason to celebrate later this month. According to the Tax Foundation, this year’s Tax Freedom Day® falls on April 24. On that date, the nation as a whole will have earned enough to pay the total federal, state and local tax bills for the year. “Arguments can be made that the tax bill is too high or too low, but in order to have an honest discussion, it’s important for taxpayers… Read More »