Your Money Matters

March 25, 2019

If you follow the news, you may be hearing about how recent changes in the tax code may impact how much Americans receive as a tax refund this year. With tax filing season upon us, now is the time to analyze your tax bill. Whether you end up owing money or receiving a refund, here are four mistakes ...

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Figuring out how to pay for college is like putting together a puzzle. At first, it can feel like all the pieces are jumbled in the box. The final picture is unclear, and it can be overwhelming to know where to start. But gradually, different pieces fit together in different combinations until the ...

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Spring is on the way. For many of us, the increasingly longer days and warmer weather signify a chance to tidy up and start fresh. If you enjoy the ritual of spring cleaning, why not take time to spruce up your finances as well? The following list is a great place to start:   Your goals. If ...

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For several years leading up to 2018, the stock market was abnormally calm. Stocks had some ups and downs, but generally continued to march higher without much disruption. Then, in the fall of last year, we started to see a spike in market volatility. More sizable drops in the prices of stocks – ...

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Retirement is an important milestone that often comes after years (or decades) of careful planning. For those who’ve saved diligently and are nearing the end of their careers, the mere thought of market volatility can send shivers down their spines. Will a sudden drop in the value of their ...

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After one of the longest bull markets in history, stocks experienced some major ups and downs toward the end of 2018. This increased market volatility grabbed headlines and caused some investors to feel anxious about potential losses to their portfolios. While it’s a natural reaction for investors ...

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You’ve worked hard to accumulate your wealth and now want to share the fruits of your labor with your grandchildren. But what are some thoughtful ways to do so? Here are six ideas for financial gifts with long-term benefits for your grandchildren. Contribute to charity. Giving to charity on ...

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For many of us, the new year means a fresh start and the chance to set new goals. If your resolutions are money related, here are some ways to strengthen your financial foundation in 2019.   1. Review your financial picture.  As the saying goes, it’s hard to know where you’re going if you ...

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Forty-one percent, or approximately 19.5 million Americans, age 65 and older are single, according to the most recent data available from the U.S. Census Bureau.1 This means a significant number of people are entering or preparing for retirement with a relationship status of single, divorced or ...

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As 2018 winds down, it’s time to think about if and how you may be able to reduce the taxes owed on your next tax return. New tax laws, which generally took effect on January 1 of this year, mean you may need to approach your tax strategy differently than you have in the past. Talk to your tax ...

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The most important goal for many of my clients is to retire on their terms – which often means planning a long, secure retirement that enables them to check off items on their ultimate bucket list. Retirement requires careful planning in addition to avoiding financial missteps along the way. Here ...

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