IRA Deductibility and the TCJA – Status Quo
As April 15, tax day, looms, many individuals rush to squeak in an IRA contribution for the 2018 tax year. The tax-filing deadline is also the deadline for contributions to […]
High Priority
Sharing from Nerdwallet.com… Setting smart, achievable goals is important if you want to take charge of your financial life. But many of us are surprisingly bad at choosing the goals […]
Love and Money
Happy Valentine’s Day. In the spirit of the day, I’m sharing the following article discussing how not to let money issues get in the way of love. Considering that disagreements […]
The Big Three
Sharing from Marketwatch.com. A recent study from the Boston College Center for Retirement Research identified three major risk to retirement plans, namely out-of-pocket medical expenses, cognitive decline and widowhood. “In […]
A Consolidated Effort
The era of working for a single employer for the length of your career—40-plus years and receiving a pension—is a distant memory. On average, an American worker holds more than […]