Does Your Portfolio Fit Your Retirement Lifestyle?

By |2016-05-04T13:21:40-05:00April 5th, 2016|Financial News, Retirement|

Does Your Portfolio Fit Your Retirement Lifestyle? Most portfolios are constructed based on an individual's investment objective, risk tolerance and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.¹ However, as a retiree, how you choose to [...]

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Charitable Giving

By |2017-01-21T10:39:17-06:00April 1st, 2016|Financial News, Taxes|

Charitable Giving Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. There are many ways to [...]

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What If You Get Audited?

By |2017-01-21T10:39:17-06:00March 30th, 2016|Financial News, Taxes|

What If You Get Audited? Tip: The chance of being audited rises with income level. In 2014, only 0.6% of those with incomes under $200,000 were audited; 3.6% of those with incomes between $500,000 and $1 million were audited; and 16.2% of those with incomes over $10 million were audited.  Source: Internal Revenue Service, 2015“Audit” is [...]

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Market Week: March 28, 2016

By |2017-01-21T10:39:17-06:00March 29th, 2016|Financial News, Market Updates|

The Markets (as of market close March 25, 2016) After five consecutive weeks of gains, stocks cooled as each of the major indexes listed here slid into negative territory by the close of last week. With the latest downturn, only the Dow is ahead of its 2015 year-end closing value. Several of the markets were [...]

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Six Most Overlooked Tax Deductions

By |2017-01-21T10:39:17-06:00March 23rd, 2016|Financial News, Taxes|

Six Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax [...]

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Market Week: March 21, 2016

By |2017-01-21T10:39:17-06:00March 22nd, 2016|Financial News, Market Updates|

The Markets (as of market close March 18, 2016) After a fifth consecutive week of gains, both the S&P 500 and the Dow have finally surpassed their 2015 year-end closing values. The Dow gained 389 points to close up 2.26%, while the S&P 500 increased 1.35% over the prior week. In fact, each of the [...]

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Four Really Good Reasons to Invest

By |2017-01-21T10:39:17-06:00March 8th, 2016|Financial News|

Four Really Good Reasons to Invest Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. [...]

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How Income Taxes Work

By |2017-01-21T10:39:17-06:00February 3rd, 2016|Financial News, Taxes|

How Income Taxes Work The Internal Revenue Service estimates that taxpayers and businesses spend 6.1 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about three million full-time employees and be one of the largest industries in the [...]

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