linked-in.png

News

Video: How to Choose the Right Investment Advisor

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 

Retirees...Check Your Withholdings

It may need to be adjusted due to the 2017 federal tax reforms.

Dream About Retiring Abroad? It Doesn't Need To Be Just a Dream.

If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with that number expected to grow over the next few years. Cost of living is often cited as one of the main reasons for the move.

Are Changes Ahead for Retirement Accounts?

A bill now in Congress proposes to alter some longstanding rules.

Most Americans are not saving enough for retirement, despite ongoing encouragement to do so (and recurring warnings about what may happen if they do not). This year, lawmakers are also addressing this problem, with a bill proposing big changes to IRAs and workplace retirement plans. 

The Retirement Enhancement and Savings Act (RESA), introduced by Senator Orrin Hatch, would amend the Internal Revenue Code and the Employee Retirement Income Security Act (ERISA) in some significant ways.1   

Why the U.S. Might Be Less Affected by a Trade War

The nature of our economy could help it withstand the disruption.

A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on global growth (and stock markets). How badly could these trade disputes hurt the American economy? Perhaps not as dramatically as some journalists and analysts warn.1,2

Can Taking on Your Kids College Debt Harm Your Retirement?

Should You Help Take On Your Kids College Debt? 

An unsettling trend is emerging among pre-retirees and retirees. Parents are picking up a greater share of college education costs, and in doing so, they may risk damaging their retirement prospects.

Tax Cuts and Jobs Act Has Changed 529s

The Tax Cuts and Jobs Act, characterized as the first major reform of the Internal Revenue Code in 31 years, brings a lot of changes to individuals and businesses alike. The legislation slashes the top corporate tax rate to 21 percent, lowers the top marginal rate for individual taxpayers to 37 percent, eliminates or scales back several popular deductions, reduces taxes on business income earned by pass-through businesses, doubles the estate tax exemption, and substantially enhances immediate expensing of capital investments. It also impacts how families save for college—especially with respect to 529 plans. But there are some details still being worked out.

Social Security Update

The Social Security board of trustees just published their annual report which now shows that total Social Security income will fall below expenses in 2018 for the first time since 1982. In addition, the report now projects that trust fund assets available to pay benefits will be depleted in 2034, based on the current program.  At that point there is projected to be revenue sufficient to fund 77% of benefits, so if your benefit is supposed to be $1,000 you would might only get $770.

Video: Green Energy as an Investment Strategy

Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar panels on roofs, and even that new convenience store down the street is LEED certified. It’s not a trend; it’s a shift away from fossil fuels—oil, coal, and natural gas.

Watch our Webinar: How to Choose and Fund College

 

 

Syndicate content
Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved