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Everyone is Talking About Bitcoin

Everyone Is Talking About Bitcoin But when will the cryptocurrency bubble burst? Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was valued at only $3,603.1 Yes, you read that correctly – the price of bitcoin jumped nearly 500% in three months. Thanks to this phenomenon, investors everywhere are asking if they should buy bitcoin or invest portions of their retirement funds [...]

By |2018-02-26T10:29:27-05:00February 15th, 2018|Business/Economic News|Comments Off on Everyone is Talking About Bitcoin

Comprehensive Financial Planning: What It Is, Why it Matters

Comprehensive Financial Planning: What It Is, Why It Matters Your approach to building wealth should be built around your goals & values.   Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this kind of approach? While the phrase may seem ambiguous to some, it can be simply [...]

By |2018-02-01T10:41:22-05:00February 1st, 2018|Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off on Comprehensive Financial Planning: What It Is, Why it Matters

Your 2018 Financial To-Do List

Your 2018 Financial To-Do List Things you can do for your future as the year unfolds.  What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: Can you contribute more to your retirement plans this [...]

By |2018-01-19T12:40:58-05:00January 19th, 2018|Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off on Your 2018 Financial To-Do List

Congress Passes the Tax Cuts & Jobs Act

Congress Passes the Tax Cuts & Jobs Act What will the near-term impact be?  On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree unseen since the 1980s, altering income tax brackets, marginal tax rates, key deductions and exemptions, and the taxation of corporations and pass-through businesses. These are just some of the adjustments.1  How [...]

By |2018-01-03T13:34:55-05:00January 3rd, 2018|Business/Economic News, Income Taxes|Comments Off on Congress Passes the Tax Cuts & Jobs Act

Year-End Charitable Gifting

Year-End Charitable Gifting What should you keep in mind as you donate?   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you. To deduct charitable donations, you must itemize them on I.R.S. Schedule A. So, you need to document each donation you make. Ideally, the charity uses a form it has [...]

By |2017-12-22T11:29:53-05:00December 21st, 2017|Charitable Giving, Personal Finance|Comments Off on Year-End Charitable Gifting
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