What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Even if your 2017 … Continue reading “End-of-the-Year Money Moves”
End-of-the-Year Money Moves
November 9th, 2017
A Breakdown of the New Tax Legislation
Chances are, you’ve heard that tax “reform” is right around the corner. First, the White House released its tax legislation wish list. Now the House Republicans have released a proposal called the “Tax Cuts and Jobs Act,” which fleshes out some of the details. The House bill would reduce the number of tax brackets from … Continue reading “A Breakdown of the New Tax Legislation”
Equifax Hack: What Now?
A few weeks ago credit reporting agency, Equifax, announced that they had been hacked earlier this year. Equifax claims the personal data of roughly 143 million Americans and some 100,000 Canadians has been stolen. Hackers were able to access names, addresses, Social Security numbers, driver’s license numbers and credit card numbers. Although this is not … Continue reading “Equifax Hack: What Now?”
The Equifax Data Breach
On September 7, credit reporting agency, Equifax, dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve roughly 209,000 credit card numbers, in addition to many … Continue reading “The Equifax Data Breach”
Harvey’s Impact on the U.S. Economy
By now, you have watched with sympathy and concern as hurricane Harvey flooded Houston. You may remember seeing similar footage when Hurricane Katrina roared through New Orleans, and when superstorm Sandy roared through the most populous areas of New Jersey and New York. As you see Houston sitting in six feet of water, you’re probably … Continue reading “Harvey’s Impact on the U.S. Economy”
Who’s On Your Side?
Friday, June 9 quietly marked a historic day in the financial services world. Last Friday, the Department of Labor’s fiduciary rule came in to effect requiring all financial advisors to forego any sales agenda and give advice that would benefit their clients or customers or, if they decide otherwise, they must explain how and why … Continue reading “Who’s On Your Side?”
Take a Deep Breath and Stay Invested
The current political climate and global incidents have disturbed what was an unusually calm stock market.
A New Tax Break for Montgomery County Seniors and Military Retirees
Are you a Montgomery County resident age 65 or older or a military retiree age 65 or older? If so, you may be eligible for a 20% tax credit on your Montgomery County property taxes if you meet certain criteria. On March 7, 2017, the Montgomery County Council passed the Property Tax Credit for Elderly … Continue reading “A New Tax Break for Montgomery County Seniors and Military Retirees”
