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2014 Economic Review

January 14, 2015 · · Economy, Economy, Newsletters · 0 Comments

  QUOTE OF THE YEAR “Expect the best, plan for the worst, and prepare to be surprised.”  – Denis Waitley             THE YEAR IN BRIEF As we look back on 2014, we see a year that in many ways defied expectations. Few stock market analysts thought the S&P 500 would.

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Getting a Jump on Tax Season

January 7, 2015 · · Articles, Tax Planning · 0 Comments

What should you bring to your preparer?   You can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in filing your 1040 well before April 15. You can get it out of the way earlier, and if you e-file, you can.

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Key Tax Breaks Retroactively Reinstated

December 30, 2014 · · Articles, Economy, Tax Planning · 0 Comments

The clock is ticking … is opportunity knocking? If you hurry, you might realize some nice tax breaks before 2014 runs out. Once again, Congress has acted at the eleventh hour to bring back some expired tax perks. H.R. 5771, the Tax Increase Prevention Act, was passed and signed into law by President Obama on.

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What’s Fueling the Drop in Oil Prices?

December 29, 2014 · · Articles, Economy, Newsletters · 0 Comments

How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who.

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Keeping Holiday Spending Under Control

December 16, 2014 · · Articles, Cash Management · 0 Comments

  What little steps can you take to keep from getting carried away?   You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve circled for the elusive parking spots. Holiday shopping can be downright frenzied – and impulsive.   You don’t necessarily need.

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Talking About Money Before & After You Marry

December 2, 2014 · · Articles, Cash Management, Financial Planning, Tax Planning · Comments Off on Talking About Money Before & After You Marry

No money secrets should stand between the two of you as you wed. No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in your relationship. Communication & transparency are essential when it comes to money..

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Financial Considerations for 2015

November 6, 2014 · · Articles, Economy, Economy, Financial Planning, Investing, Retirement, Tax Planning · 0 Comments

Is it time to make a few alterations for the near future? 2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional. How.

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Weekly Economic Newsletter – November 3, 2014

November 3, 2014 · · Economy, Newsletters · Comments Off on Weekly Economic Newsletter – November 3, 2014

  WEEKLY QUOTE “I can’t give you a sure-fire formula for success, but I can give you a formula for failure: try to please everybody all the time.”  – H.B. Swope            WEEKLY TIP When was the last time you reviewed the beneficiary designations on your investment accounts, insurance policies and retirement plans? Now is as.

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Weekly Economic Newsletter – October 27, 2014

October 27, 2014 · · Economy, Investing, Newsletters · Comments Off on Weekly Economic Newsletter – October 27, 2014

    WEEKLY QUOTE “You don’t deteriorate from age, you age from deterioration.” – Joe Weider            WEEKLY TIP If you have served in our armed forces for 3+ years since 9/11, you can draw on the Post-9/11 GI Bill to pay for up to 4 years of in-state tuition and fees at a public college.

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Fall Financial Reminders

October 21, 2014 · · Articles, Cash Management, Estates & Trusts, Financial Planning, Investing, Retirement, Tax Planning · 0 Comments

  The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives. Don’t forget that IRA RMD. If you own one or more traditional IRAs,you.

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