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Great Advice From Our Experts

What Is Going On Now.

January 18th, 2019

I want to thank Investopedia’s Caleb Silver for the work that he put into this article to make sure that the people are well informed. Not only on the status on their money, but on the status of the turbulent market that we are a part of currently. Please read the article below and make […]

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The IRS has Announced Higher 401(k) and IRA Contribution Limits for 2019

January 16th, 2019

The IRS announced new inflation-adjusted limits for retirement savings plans for 2019. How will it affect you? After six years of a $5,500 contribution limit, savers can now contribute up to $6,000 per year to their IRA accounts. For 401(k)s, the new limit is $19,000, up from $18,500. If you’re 50 years or older, the […]

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Market Volatility Is Surging; Are You Prepared?

January 16th, 2019

The economic boom that has continued since the end of the Great Recession has seen stock markets rebound and investors raking in record profits. But in 2018, the markets experienced a bit of a hiccup, with U.S. markets seeing two corrections (defined as a decline of 10% or more) and a dramatic increase in volatility.  […]

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2019 Projections

January 14th, 2019

There has been a decent amount of turbulence in the world economy during this transitional period into the new year, to say the least. There have been plenty of ups and downs domestically as well as internationally. This article gives a synopsis of the changes that went on at the end of 2018 as well […]

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Cost Segregation

January 2nd, 2019

Cost Segregation Analysis Taxes are a necessary part of any functioning economy. And although I am sure we all would prefer a world without taxes, there are still ways that we can make our taxes work for us. The government has created tax incentives in order to create opportunities for companies to generate cash to […]

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High Net Worth Investors Look To Alternative Assets For Growth

December 13th, 2018

Alternative assets are on the rise as HNWs look to restructure their portfolios. According to a recent survey by Connection Capital, a boutique investment firm, alternative assets such as hedge funds now make up at least 20% of one in four HNWs’ portfolios. The firm surveyed over 100 respondents and found that alternative assets such […]

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IRS To Retirees: Check Your Withholding Now Or Run The Risk Of Tax Penalties

October 30th, 2018

Tax time is fast approaching. If you’re a pensioner or retiree, you may be in for a big tax surprise if you didn’t review and adjust your withholding’s earlier in the year. The tax code underwent a major overhaul because of a new tax law enacted by Congress in December 2017 (ie: Tax Reform). Some […]

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How To Protect Your Retirement Income

October 2nd, 2018

Those that have worked hard and saved for retirement deserve to enjoy their  golden years without having to worry about outliving  their  savings. With growing inflation, high life expectancy and low yield on stocks, deploying strategies and tactics that will produce constant growth and hedge against market risks are critical in retirement. Here are five […]

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5 Ways To Create Basic Retirement Income Streams

September 16th, 2018

Americans are living longer than ever, which is mostly great news for retirees and those nearing retirement. This means you’ll have more time to enjoy your grandchildren, help your community or travel the world. The downside is that many retirees are faced with the problem of outliving their savings. There’s no shortage of how-to articles […]

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Five Simple Reasons To Avoid Probate

August 15th, 2018

The probate process can be lengthy, intense and sometimes very frustrating. That’s why many financial advisors advise their clients against having their estates go through probate. While the average American may have experienced a typical court hearing, few have seen or undergone a probate proceeding. Probate is a process by which the will of a […]

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