by Robert Bartley | Feb 3, 2020 | Financial Planning, Investing, Markets, Quarterly Update, Robert Bartley
January 2020 Market Value Update Here’s our January Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you...
by Joanne Tackes | Jan 9, 2020 | Financial Planning, Joanne Tackes, Retirement
Did you know the SECURE Act affects WHEN you’re required to start receiving retirement funds? The end of 2019 saw passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act which, among other things, brings some key changes to Individual...
by Robert Bartley | Dec 23, 2019 | Financial Planning, Investing, Robert Bartley
The Treasury Department has announced inflation-adjusted limits for 2020 retirement account savings.IRA contribution limits remain the same for 2020. If you are under age 50 for the whole year, your contribution limit will be $6,000...
by Ashley Rousseau | Nov 21, 2019 | Ashley Rousseau, Financial Planning, Retirement
(Hint: Don’t Be Afraid To Think Outside the Box!) Planning for retirement can bring your vision into focus at any age. The real benefit is that it allows you to relax and enjoy TODAY knowing that you are doing what you need to do: you are on track. Sometimes the first...
by Robert Bartley | Nov 15, 2019 | Financial Planning, Investing, Markets, Robert Bartley
Here is my analysis of The World Has Gone Mad and The System Is Broken by Ray Dalio. I hate to keep quoting hedge-fund manager Ray Dalio (see Ray Dalio Agrees – A Paradigm Shift Is Coming) but he is saying things that we all have to be aware of and think...
by Joanne Tackes | Nov 5, 2019 | CPA, Financial Planning, Joanne Tackes, Taxes
You can have REAL tax savings if you have a better itemized deductions strategy. The 2017 Tax Cuts and Jobs Act (TCJA) nearly doubled the standard deduction for tax years 2018-2025 while eliminating personal exemptions and eliminating or restricting many itemized...
