Ask most 50-year olds if they think they've saved enough for retirement and you will usually get a quick and emphatic - No Way! Their reasons are always the same - there just wasn't enough left over to save. The individual reasons run the gamut from educating...
The stock market continues to party higher and higher with no signs of stopping, or for that matter, any real weakness. As it rises, some consider increasing their exposure to stocks, particularly some big names Amazon, Apple, Alphabet (Google) Facebook, while others consider decreasing their...
We're still digging out of our snow here in Raleigh, and in a way I imagine many parents and kids will feel Monday is a bit like the first day of school all over again. When everything shuts down so completely it's hard not to...
Gone with the new tax law are most of the deductions we traditionally used to lower our tax bills. With only three primary survivors; charitable giving, primary residence mortgage interest, and state and local taxes, it is estimated that almost 90% of taxpayers will fall...
It's said that the ancient Babylonians began the storied tradition of the New Year's Resolution some 4,000 years ago. Admittedly, their resolutions were essentially promises made to their gods in hopes to garner favor in the upcoming year should they keep the promises, so maybe you're not...
Once again we find ourselves at the end of another year; a time when some reflect on past accomplishments and failures and look forward to new opportunities and challenges. Others simply desire to rest from a hectic Christmas season, and still others busily prepare for...
I have to say in all honesty, that today's Brief has left me feeling too much like Ebenezer Scrooge on the last business day before Christmas, but as he would say - 'its business.' We have been getting a lot of questions from clients regarding how the...
President Trump is expected to sign the new tax reform legislation into law later this week. With that in mind, here are a few important strategies that may be worth considering before the end of this year. Under the new tax bill there will be...
Here's what's in the final House-Senate tax bill according to the providers of our tax analysis software - Bloomberg BNA Tax - as written by Laura Davison, Allyson Versprille, and Kaustuv Basu. "Congressional Republicans released the conference committee report detailing specifics of the tax bill they hope...
That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...
