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Get the Right Amount of Investment Advice

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Putting together your plan doesn’t have to mean going it alone You’ve decided to save for retirement by signing up for your company retirement plan. After you’ve settled on the investment profile that best suits your style of investing (say, conservative, aggressive, or somewhere in between), the next most important…

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Confused How the New Tax Law Affects You?

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You may need to reconsider how you file your return In 2018, the most significant changes to US individual taxes since 1986 took effect. Many taxpayers were happy with their increased paychecks during the year, but surprised that they had taxes to pay or a smaller refund at year-end. Now…

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Do I need to pay estimated tax?

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Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by making estimated tax payments. Estimated tax is the primary method used to pay tax on income that isn’t subject to withholding. This typically includes income…

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Debt Consolidation

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If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower your monthly loan payments, or just can’t seem to…

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Should You Invest Internationally?

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Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio. However, it’s important to understand the unique risk/return characteristics of foreign investments before sending a portion of your money overseas. Reasons to go abroad…

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Inflation Variation, Eroding Purchasing Power

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Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce purchasing power and cut into the real return on your investments. Annual rate of inflation, based on change in the Consumer Price Index Source: U.S….

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