My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Education Planning

Does it matter what type of IRA I contribute to or take money from first?

That matters and then some.

Last week, a new couple came in that was referred to me by a client of many years.

They were planning on retiring this year and their main concern was not running out of money.

March 2019 Market Summary by Jack Moller, CFP®

Jack looks at the big upswing in US stocks during January and February along with interest rates around the globe.

Tapping the Equity in Your Home

Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens against it) you now have in your home is a reservoir of funding potential.

1 in 3 Americans have less than $5,000 saved for retirement—here’s why so many people can’t save

The vast majority of Americans, 78 percent, say they’re “extremely” or “somewhat” concerned about not having enough money for retirement, according to Northwestern Mutual’s 2018 Planning & Progress Study.  And for good reason:

Top 15 Money Management Tips

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Market Update - March 11, 2019

For the week ending March 8th, U.S. stocks were primarily negative with the S&P 500 and Dow Jones both down a little over 2 percent. Small caps fared worse, down over -4%. The slight drawdown was largely attributed to worries on perceived weakening in the global economy, particularly Europe, and concerns around the timing/structure of a US-China trade deal.

THERE'S STILL TIME TO CONTRIBUTE TO AN IRA FOR 2018

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018).

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