The U.S. bull market has entered uncharted territory – it is now the longest in history and is still marching higher. But this charging bull has to catch its breath someday before resumes its run. Behavioral finance teaches us that it is during these tumultuous times when humans react emotionally (and irrationally). Although we will […]
This Useful Feature Could Simplify Your Charitable Donations
Thanks to the Qualified Charitable Distribution (QCD) provision, more retirees with charitable commitments are utilizing their IRAs – and often satisfying their required minimum distributions (RMD) in the process. However, the procedure can be time-consuming. The challenges include filling out the necessary paperwork for each charity, verifying the charitable organizations’ status, deciding amount (and frequency) […]
5 Tips for Newly Grads to Jump Start Your Future
Summer has officially commenced with the Memorial holiday, and that also means schools are about to come to a conclusion. Many college seniors across the country will be entering the “real world,” seeking full time employment. The years in college and all the part-time jobs have, hopefully, inserted fundamental personal finance principles that will help […]
Charitable Planning in the New Tax Reform Era
Starting this year, standard deduction will almost double (Table 1), although personal exemption is eliminated. It is estimated that only 1 in every 10 returns will benefit from taking the itemized deduction, versus 30% of all returns that itemized, based on 2013 IRS data.1 Moreover, the $10,000 ceiling on state-and-local-taxes (SALTs) further reduces the need […]
3 Steps to Growing Your Retirement Nest Egg
Valentine’s Day Special: How to Show Your Love
Who says financial advisors can’t give love advice? Check out our latest creation.
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