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November 2, 2017
As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…
October 25, 2017
The IRS recently announced the 2018 changes to tax benefits. Some areas saw slight increases while others remain unchanged. A few of the highlights include: Retirement Accounts Changes The contribution limit to 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan increased from $18,000 to $18,500. The catch-up contribution for those age…
October 13, 2017
The term “wealth management” gets tossed around quite a bit in financial circles, but what exactly does it mean? And how do you know if wealth management is right for your financial situation? Defining wealth management Think of wealth management as a house that’s custom-built for each client, whether that’s an individual, a family, or…
October 13, 2017
Today’s technology gives us incredible access to more information and choices than we can possibly imagine. But as you accumulate wealth and your needs become more complex, there are still some critical items that call for a high level of personal service. Here are the top five benefits of having personalized, face-to-face service from a…
October 11, 2017
Global Growth “America First! America First! America First!” It was certainly a memorable line from Inauguration Day, but it was not prophetic as to 2017 stock market performance. Improving economic growth in Europe and Asia buoyed foreign markets to continuing progress in the third quarter, with major benchmarks on pace for the best annual showing…
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