Apr 13, 2017 | Uncategorized
MARKET UPDATE: FIRST QUARTER 2017 The market continued rolling right along in the 1st quarter as corporate earnings growth and the prospect of tax and regulation reform kept investors focused. For the quarter, the Dow Jones Industrial Average was up 4.6%, the S&P...
Apr 10, 2017 | Asset Allocation, Do You Know, Money and Aging, News, Retirement Plans
The Internal Revenue Service, state tax agencies and the tax industry warned both tax professionals and taxpayers of last-minute phishing email scams, especially those requesting last-minute deposit changes for refunds or account updates. As the 2017 tax filing season...
Apr 7, 2017 | Boomer Retirement, Company Retirement Plans, Retirement Plans, Tax deductible, Tax Planning and Deductions
OK, you filed your 2016 returns some time ago, so where the heck, you’re wondering, is the refund? The IRS addresses the issue, reminding taxpayers “that while more than 90 percent of federal tax refunds are issued in 21 days or less, some refunds may take longer....
Apr 4, 2017 | 401k, Do You Know, Retirement Plans
ARE 401(k) PLANS ENOUGH FOR RETIREMENT? For many, a recent study suggests, maybe not. “Defined contribution plans may not be enough for American retirement investors, according to a new survey,” writes Christopher Robbins in a fa-mag.com piece. “Investopedia released...
Mar 31, 2017 | Do You Know, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
“How much do you know about planning for a long, financially secure retirement? Fidelity Investments recently prepared a two-part quiz that can help you answer that question,” writes Steve Vernon in another of his first-rate cbsnews.com MoneyWatch columns. “The first...
