Archive for the ‘Personal Finance’ Category:

2018 Tax reference / Key Financial Facts

Written on January 5th, 2018 by Jamesno shouts

Interested in the tax reform info for 2018? Or maybe SS/Medicare info? Or simply retirement plan limits? Here is the latest quick reference guide:

The Advisory Firm Tax Facts 2018

Video: Tax changes 2018 – How it affects you.

Written on December 18th, 2017 by Jamesno shouts

Tax reform bill summary

Written on November 3rd, 2017 by Jamesno shouts

From a quick scan it appears to me that congress is trying to get folks to take the standard deduction vs. itemizing on their taxes.  On the schedule A they are trying to eliminate deductions for Medical expenses, state taxes and capping property tax deductions at $10k.  Higher income folks and those that live in states with high property and state income taxes are not going to be happy.  Any new home purchases will also have a cap of $500k for mortgage interest deductions.

This website has a good summary:

https://www.thefiscaltimes.com/2017/11/02/Read-House-GOPs-Tax-Bill-or-Summary-Key-Points

Filed under General, Personal Finance Tags:

social security benefits rise for 2018 but……….

Written on October 13th, 2017 by Jamesno shouts

You are getting a 2% bump in benefits in 2018, but it will probably be offset by higher medicare premiums:  https://www.forbes.com/sites/janetnovack/2017/10/13/gotcha-social-security-benefits-rising-2-in-2018-but-most-retirees-wont-see-extra-cash/#43a72fef5831

Filed under General, Personal Finance Tags:

Financial Advisor Credentials?

Written on October 12th, 2017 by Jamesno shouts

Resource on Clark Howards website to wade through the bogus ones:  http://clark.com/personal-finance-credit/investing-retirement/financial-advisor-designations-this-free-tool-sorts-through-the-alphabet-soup

Filed under Personal Finance Tags:

Personal Finance FYI: are you due a tax refund on your stock options or grants?

Written on September 7th, 2017 by Jamesno shouts

Why hire a CFA to manage your wealth?

Written on April 4th, 2017 by Jamesno shouts

There is a difference:

https://www.cfainstitute.org/learning/investor/Documents/why_hire_a_cfa_charterholder.pdf

Filed under Investing, Personal Finance Tags:

Retirement Minute – max Social Security in 2017

Written on March 13th, 2017 by Jamesno shouts

What’s wrong with a rule that advisors have to act in their clients best interest?

Written on February 3rd, 2017 by Jamesno shouts

I’m not a fan of the government over regulation, but asking financial advisors to act in their clients best interest seems like a no brainer.  Why are the big guys asking Trump to repeal this rule?

Rise Up!

Written on January 23rd, 2017 by Jamesno shouts

NFC Champs!  Nice to have our home team going to the Super Bowl.

Filed under Personal Finance Tags:
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