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Contribution Limits for Tax Year 2018

Contribution Limits for Tax Year 2018

Cost-of-living adjustments for next year

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for retirement-related items for the 2018 tax year. Detailed in Notice 2017-64, here are the excerpts directly from the IRS:

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Some Worries Going into 2018

Some Worries Going into 2018

Perspectives from a Seasoned Financial Advisor

By most investors, 2017 was a year filled with great highlights. The stock market performed well above its historical average, unemployment hit record lows, interest rates remained modest and volatility was practically non-existent.

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Putting 2017 to rest Year-end financial checklist

Putting 2017 to rest Year-end financial checklist

As we near the end of the year, it is time to look back at what has happened and determine how it will affect your financial future. Check off these important items so you can start the new year’s finances with peace of mind.

INCOME TAX

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Get In shape - Financial Fitness 101

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

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Infographic: Intentional Living and Retirement - Tips to Thrive in the Next Chapter of Life

Retire to Happiness-Tips to Thrive in the Next Chapter of Life

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Does your financial life align with your values?

Does your financial life align with your values?

When I meet with a new client for the first time, I feel it is important to spend the time to get to know them.  From a financial perspective of course, but even more importantly, from a life perspective.  I need to understand what makes them tick, what excites them about their life and their future. What is REALLY IMPORTANT to them!

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Infographic: Finance 101 - A Lesson in Helping Your Student Pay For College

Finance101lesson

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Put Me In Coach

Put Me In Coach

When I played competitive sports in my younger days, I would work out and train for that sport to become better.  Why, because I wanted to be a better player so I could help the team and make an impact.  To a large extent, I even wanted to be the star and be noticed as a standout.  But I knew one thing for sure; I didn't want to sit on the sidelines and watch the game.

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Living intentionally….What is your life story?

Living intentionally….What is your life story?

Or, what do you want your story to be?  Deep down we all want our lives to matter, and we want our story to be one of significance.  What will your obituary say about you and the life you lived?  Having seen several clients and friends pass away in the past few years, I have seen more obituaries than I care to.

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Think You’re Covered for Travel Abroad? Think Again

Travel Protection

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe. Even medical coverage, suddenly becomes more complicated and traditional insurance solutions fall well short of providing the needed protection if they provide any at all.

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