Our Blog

2018: Economy Hums While the Market Drops

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the below stats show, what would you imagine the market to be? 1.) Largest corporate tax cut in my lifetime 2.) 3.9% unemployment 3.) Over 3% wage growth 4.) 25% earnings …

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Will the Shutdown Affect Tax Season?

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including the IRS. IRS offices have been closed, and almost ninety percent of its workers were furloughed when the shutdown began last month. The small percentage of employees that have been …

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Women face challenges when planning for retirement.

Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer than men1 which means women will need to stretch their retirement savings and benefits over a longer period of time. Women and men may start out on relatively equal financial …

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Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,000 in compensation …

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December 2018 Monthly Recap

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing on this full time going forward as a Financial Planner. The CFP® designation is the gold standard for Financial Planning and requires 6,000 hours of planning experience, a college level …

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