Advisors

As the wise, old sage Yogi Berra once said, “When you come to the fork in the road, take it!” That simple advice doesn’t apply for today’s investor, because the market offers several fork-in-the-road options for risk-minded individuals. As the economy strengthens and the U.S. equity market hovers at near-record levels, investors are faced with
0 Comments
Retirees who are collecting Social Security retirement benefits have reason to cheer: Your Social Security checks will be larger next year. The Social Security Administration announced that the cost-of-living adjustment for 2019 will be 2.8 percent. That is in line with the 2.8 percent increase the Senior Citizens League, a non-partisan organization, predicted last month.
0 Comments
A disaster can greatly impact anyone’s financial situation, and being prepared is the best way to lessen the blow. Disaster preparedness is an evolving phenomenon, especially with many of the natural disasters occurring throughout the world. Man-made disasters can also create a financial burden. The following disaster preparedness tips regarding insurance and an emergency fund
0 Comments
The 2017 Tax Cuts and Jobs Act made sweeping changes that reduce income and transfer tax for many individuals, while nearly doubling the income-tax standard deduction. Other changes curtail or eliminate many popular itemized deductions. The charitable deduction, however, does remain in effect as an itemized deduction and even provides a higher deduction threshold for
0 Comments
Each person’s individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes. 1. Trying to time the market. Popularized by film and social
0 Comments
The new tax code makes a big change to the individual retirement account landscape, according to financial advisor Winnie Sun. People are no longer allowed to go back and recharacterize their individual retirement accounts — if, for example, they realize they paid more taxes than they needed to, she said. “This is critical, because if
0 Comments
After years of neglect as investors chased higher returns elsewhere or simply left money parked in cash, short-term bond funds are increasingly gaining attention from those looking for a safe investment with some return. “Short-term bonds are now allowing you to pick up yield that you’re still generally not getting in any savings account, unless
0 Comments
Reverse mortgages are a unique type of loan. Unique is a word that is thrown around a great deal, particularly when describing financial products. But it’s accurate when describing Home Equity Conversion Mortgages — another term for reverse mortgages. Here are three reasons: You don’t have to make payments on these loans until you die
0 Comments