Your 2018 Financial To-Do List

Your 2018 Financial To-Do List

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: […]

Year-End Charitable Gifting

Year-End Charitable Gifting

Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you.   To deduct charitable donations, you must itemize them on I.R.S. Schedule A. So, you need to […]

Avoiding the Money Pitfalls of Past Generations

Avoiding the Money Pitfalls of Past Generations

You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that.       Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of what they made, either depositing […]

The Republican Tax Reform Plan

The Republican Tax Reform Plan

Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may greatly alter the content of the bill, but here are the proposed adjustments, and who may and may not benefit from them if they become law.     The corporate […]