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7
Feb

Important Market Update

While January saw a continuation of the low-volatility, steady-return stock market environment experienced throughout all of 2017, the first few trading days of February have been a completely different story. Shortly after reaching the longest streak in the history of the S&P 500 without a 5% correction, the Index has faltered and is down 7.79% from its recent all-time high
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3
Jan

Tax Cuts and Jobs Act: Impact on Individuals

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight years. Some of the
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16
Jun

Are You Ready For 7 Saturday’s?  Data shows, You Spend More In Retirement!

Are You Ready For 7 Saturday's? Data shows, You Spend More In Retirement! One of the most significant problems with most people’s retirement plans is that they do not account for changes in spending levels over the years. Most retirees will likely plan for inflationary adjustments, but is it really reasonable to think that your inflation-adjusted costs for property taxes, healthcare,
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