Stock markets hit some headwinds in the 3rd Quarter after rising earlier in the summer. Strong reports on economic growth and the return of business activity were countered by concerns over inflation and uncertainty in global markets, particularly China. The S&P 500 managed a small gain of 0.6% for Q3.…
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 contribution limits and the tax…
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 need to know.…
Taking control of your own financial plan is an important goal. But how do you best accomplish this? And how can a financial planner assist? What financial planners do for a living is obvious from their title: they help people plan for many different aspects of their financial life, from…