A major rewrite of the U.S. tax code passed in Q4, bringing big changes for individual and business taxpayers. The fiscal stimulus from tax reform should provide a near-term boost to the U.S. economy, which is already humming along at a strengthening clip. U.S. stocks finished 2017 on a strong n …
More and more, we seem to be living in a world of ratings and “likes.” They may be easy ways to track the collective opinion of friends or customers, but they’re not always accurate or appropriate for making many types of important decisions. Take investments—this is one area where people …
It’s time to take action and update your 2018 401k and IRA savings accordingly Recently, the Internal Revenue Service (IRS) announced changes to annual limits for contributions to 401(k), IRA and other qualified retirement plans for 2018. There was good news for 401(k) participants on contributio …
Now that you've retired, are you planning on moving or staying? Your choice has retirement financial implications. Where does your ideal retirement location rank? Do you know how social security, ordinary income, pension and 401(k)/IRA are taxed at the state level? Our latest video outlines what you …
Investors faced a wide range of external challenges in the 3rd Quarter of 2017: two destructive hurricanes, turbulence on the political front, a potential government shutdown. Read our 2017 Quarter 3 Review to learn more about six significant events and how they affected the financial market. …