Newsletters

You may have noticed in recent weeks how some news outlets have reminded us of the 10-year anniversary of the stock market crisis of 2008. One writer mentioned how buying an S&P 500 index fund in mid-September 2008 and holding it over the next 6 months created a loss...

Back To Basics for 2018 A few weeks remain until Labor Day and our transition to Fall, so maybe you can block out some time to get Back to Basics. The basics I'm referring to are the fundamentals of a solid and successful financial plan. If you consider...

The Longevity of a Successful CEO As a follow-up to the June newsletter about longevity I found a gentleman who's kept up with the same job title for over 50 years.  Based on statements he made last month he doesn't plan to go anywhere just yet.Warren...

8,000 Days - Longevity & Impact on Our Future Retirement is seen as an endpoint by many. Preparation and planning is critical for a successful retirement lifestyle, but is "retirement" the goal? Maybe there are changes ahead in remaining actively employed,...

Technology & Its Impact FinTech is a dynamic and complex intersection of financial services and technology-based companies. The growth of this market is significant with new companies and merging technologies driving innovation to provide consumers with...

Securing Your Information The term, risk management, covers many areas in an individual and business owner's life. The idea of risk management can encompass property, health and financial assets. It should also entail cyber security. It is critical to secure financial...

Updated Tax Code & Planning for the Future The following is an overview of impact of TCJA for tax year 2018. Some of the following information is provided by local accountant, Richard Fox, and financial commentator, Michael Kitces. 1. The 10% bracket...

Taxes & Retirement Savings in Gig Economy This month we address tax and retirement savings strategies in the shared economy. To assist workers in the gig economy the IRS has opened a Sharing Economy Tax Center on its website ...

Tax Cut and Jobs Act & Its After-Effects Will the new Tax Cuts and Jobs Act (TCJA) change your tax bill for 2018? I recommend you run some calculations and visit with your tax professional to generate a thorough analysis. For a little light reading, I'm...