Broker Check

Blog

Thursday, March 26, 2020

IRS Throws Salt in the SALT Deduction Limit Wound The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get around that through charitable contributions. But the IRS says no...

 

Monday, March 16, 2020

Posted by lplresearch Economic Blog The Federal Reserve (Fed) surprised markets over the weekend by holding its March 17-scheduled meeting a few days early and introducing a wide range of provisions. Those provisions are intended to...

 

Thursday, March 12, 2020

5 Things You Need to Know About the SECURE Act The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?”...

 

Tuesday, March 10, 2020

Tax Reform and Families: 3 Essential Changes There is both good and bad news for families in the new tax act. About 60% of the tax cuts will go to families, so understanding these changes is essential. –Debra Taylor, CPA/PFS, JD...

 

Tuesday, March 3, 2020

Key Thoughts on the Tax Cuts and Jobs Act The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. –Debra Taylor,...

 

Show All

Friday, February 28, 2020

No-Regrets Lessons From a Man at Death’s Door What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If...

 

Tuesday, February 25, 2020

Estate Planning Under the New Tax Act: Everyone Needs a Review When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will owe...

 

Monday, February 24, 2020

As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that...

 

Monday, February 17, 2020

Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love...

 

Thursday, February 6, 2020

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts youhold and where your money is? What about insurance policies? Realestate ownership papers?...

 

Tuesday, February 4, 2020

Last Will & Testament: Add a Letter Covering These 14 Wishes Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies...

 

Wednesday, January 29, 2020

FINANCIAL PLANNING FOR THE GENERATIONS IN MOST FAMILIES, THE NEEDS AND INTERESTS OF FAMILY MEMBERS OVERLAP. EVEN IF YOUR MONEY IS SEPARATE, PLANNING NEEDS TO HAPPEN FOR ALL. –Elaine Floyd, CFP® It is normal, when working...

 

Monday, October 7, 2019

The largest wealth transfer in the history of the world is currently in process. It's estimatedthat around $68 trillion will switch hands over the next 25 years. Baby Boomers arecurrently retiring, and many of them will pass of the...

 

Tuesday, October 1, 2019

Should You Delay Retirement?Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love towork. Most people do not. If you're one of those people who want to retire, the question arises of whena good...

 

Friday, September 27, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and youmay be aware of some of the more common or outdated scams. Today’s criminals,however, are increasingly devious. They know that many people...

 

Monday, September 9, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that sometry to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing theimportance of buying life insurance...

 

Tuesday, September 3, 2019

There has been a lot of chatter recently by economists and news outlets using the word “recession”.Understanding that it could happen and understanding how to handle it are different matters. If youare one of those nearing...

 

Tuesday, August 27, 2019

Raising children is something often done by parents in the prime of their life, typically between theages of 20 and 50. By the time retirement comes around, most of the children are off on their own,leaving the parents to finally take...

 

Monday, August 12, 2019

When couples get married the finances are typically left to one person. It is rare for bothparties in a marriage to handle the finances together. In some cases, it is the wife that isleaving the husband to handle all financial issues....

 

Tuesday, August 6, 2019

This topic is not comfortable for everyone to talk about but planning now can make a world ofdifference later. More than a third of long-term care residents are younger than 65 years ofage. This statistic reminds us that we should...

 

Monday, July 29, 2019

With all the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial...

 

Monday, July 22, 2019

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire!You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years.Slow down...

 

Monday, July 8, 2019

Your 2019 IRA Guide When it comes to retirement savings, one of the best options available to thosewho don't have a workplace retirement plan is an IRA. These savings vehiclesallow for future retirees to save up to $6,000 per year in a...

 

Tuesday, July 2, 2019

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his...

 

Tuesday, May 28, 2019

Although we assume many of our readers know what a 401(k) and an IRA are, let’s cover these quickly. What is a 401(k)? 401(k) retirement, savings, and investment accounts are places to store money in which your contributions are...

 

Tuesday, May 21, 2019

Individuals working for years and planning for retirement ultimately lead to be dynamic go-getters who don't want to think about the limitations and possible incapacitations of old age. However, with smart planning in your 50's and...

 

Tuesday, May 14, 2019

Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting close to collecting from Social Security, you might be...

 

Tuesday, May 7, 2019

One of the crucial decisions in life if you have minor children is to make arrangements for theguardian or guardians who will finish raising your children if you and your spouse shouldhappen to die in a common accident or weather...

 

Monday, April 29, 2019

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance. They never look into investing their money for their own...

 

Tuesday, April 23, 2019

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they are planning might be the long shot of 2019 since there...

 

Tuesday, April 16, 2019

Taxes are on the minds of many as we just passed the 2019 tax deadline. Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the...

 

Monday, April 8, 2019

Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home's with their family and friends at their sides. However, for some, this vision doesn't become reality. Instead, they...

 

Tuesday, March 19, 2019

With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into an income stream. This conversation is becoming...

 

Tuesday, March 12, 2019

Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work harder to cash in taking advantage of the hectic tax season. Tax fraud remains a growing concern...

 

Tuesday, February 12, 2019

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and...