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Wednesday, December 4, 2019

We are nearing the end of 2019 and the opportunity to give for this year. If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside of the scope of their IRA. These...

 

Monday, November 25, 2019

Holiday shopping is underway for many with “Black Friday” and “Cyber Monday” already behind us. One small question you might ask yourself is whether you should pay for your items with a credit or debit card....

 

Tuesday, November 19, 2019

More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial analysts talk about the economy and the stock market. There will often be self-proclaimed experts who have their...

 

Tuesday, November 19, 2019

The 2020 contribution and benefit limits have been released by the IRS. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The...

 

Tuesday, November 5, 2019

In most cases, the actions of the Federal Reserve lowering interest rates are a good thing because a lot of economic activity depends on the ability of businesses to borrow money. It is of course easier to borrow when interest rates...

 

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Thursday, October 31, 2019

The IRS does a good job of providing the country's elders with ways to save for retirement. Some of the most popular investment vehicles the IRS provides access to for the benefit of US taxpayers include 401(k) accounts and a variety...

 

Saturday, October 19, 2019

If you’re approaching retirement or already retired, you may have a traditional IRA, SIMPLE IRA, or SEP. If you do, at a specific age you must take a minimum distribution. This minimum distribution is required by the government...

 

Tuesday, October 15, 2019

Unfortunately, it’s a very real possibility that you or someone you love may need long term care at some point. Your retirement savings may have to go toward that care, but you will want to ensure that this money is protected. A...

 

Tuesday, October 15, 2019

It’s that time of year again for Medicare’s Open Enrollment! Are you ready? If you are new to Medicare then it’s important to know that Open Enrollment occurring in the Fall is only designated for changes to be made...

 

Friday, October 4, 2019

The largest wealth transfer in the history of the world is currently in process. It's estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many of them will pass of the...

 

Sunday, September 22, 2019

Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you're one of those people who want to retire, the question arises of when a good time to retire might be....

 

Tuesday, September 17, 2019

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October...

 

Monday, September 16, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They know that many people...

 

Tuesday, September 3, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing the importance of buying life...

 

Friday, January 18, 2019

There are many different considerations that affect one’s ability to contribute to a Traditional IRA. To make matters worse, the contribution limits usually change from one year to the next. To help make this easier, we have...

 

Tuesday, December 18, 2018

I came across this article written by Paul J. Chew at Brown Advisory and it reconfirmed exactly my feelings about how to handle this market volatility. I really loved this quote in the article "History doesn't repeat, but it does...

 

Tuesday, November 27, 2018

A financial planner may be a good option if you are seeking to pay off your debt quicker and possible with less interest. There are debt planning techniques which can be used, like paying off the higher interest first, paying off the...

 

Sunday, November 11, 2018

New Century Financial Group, wants to personally wants to thank every veteran who has served our country and other countries to protect the right to freedom. Freedom is not free, a soldier's pledge - By President Ronald Reagan

 

Thursday, November 8, 2018

NOVEMBER 14, 2018 5:00p - 5:30p Eastern Standard Time PRESENTER: Greg Valliere, Chief Global Strategist PLEASE JOIN OUR CONFERENCE CALL: WITH GREG VALLIERE REGARDING THE WASHINGTON POLICY POST MID-TERM ELECTION The Trump legislative...

 

Monday, November 5, 2018

This weeks blog post is about educating ourselves on what we can do to help put a dent in stopping these horrible hate crimes spreading across our country.

 

Monday, October 22, 2018

For investors who want or need a more customized approach — for example, in order to better manage their tax liability or control individual stock holdings —separately managed accounts (SMAs) have become popular....

 

Thursday, October 11, 2018

The Medicare Open Enrollment Period begins on October 15 and runs through December 7. Any changes made during Open Enrollment are effective as of January 1, 2019. During the Open Enrollment Period, you can: Join a Medicare...

 

Sunday, September 30, 2018

If your taxable income without long-term gains is below $38,600 for singles or $77, 200 for married couples filing jointly, profits on the sales of assets owned over a year are tax-free until the gains push you above those thresholds....

 

Tuesday, September 25, 2018

If you're considering changing jobs, you're not alone. Today, few people stay with one employer until retirement. It's likely that at some point during your career, you'll be looking for a new job. You may be looking to make more...

 

Friday, August 31, 2018

A couple times a year a client schedules a meeting on how to pay for their child's special education. It amazes me to find out that the parents aren't always aware of their rights within the public school systems. If you have a child...

 

Tuesday, June 26, 2018

Congratulations: You've Won the Lottery and You're Suddenly Wealthy! What is it? Winning a lottery is usually an unexpected and happy event. But when you win a big jackpot, you may feel unprepared to deal with the financial issues that...

 

Wednesday, June 20, 2018

I wanted to share a story about an experience I just had with my personal insurance policies (auto, home and umbrella). For 10 years I have been working with the same insurance broker to help me with my insurance needs. I was concerned...

 

Monday, June 4, 2018

You're an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses...

 

Monday, May 21, 2018

On May 15th, New Century Financial Group hosted it's first professional networking event for women. The food was great and the drinks were exceptional most important was the new professional relationships which were created that night....

 

Tuesday, May 8, 2018

As parents, both of you will want to keep the best interests of your children in mind. That means you should compare your health plan with your spouse's health plan and determine which one offers the most comprehensive health coverage...

 

Monday, April 30, 2018

Please Join Our Conference Call: on May 10th @ 5:00 pm The Washington Policy Outlook The 2018 agenda — more tax cuts? Infrastructure spending? The fall election outlook — is a wave brewing? The Federal Reserve’s big...

 

Wednesday, April 11, 2018

Interest rates influence the supply and demand for credit, a primary catalyst for economic growth.Among hundreds of interest rates published around the world each day, the two described below areimportant for U.S. investors and...

 

Friday, March 23, 2018

Having trouble reading this email? View it in your browser. By Greg ValliereHorizon's Chief Global Strategist March 23, 2018 Trade War? More Smoke Than Fire THE MEDIA LOVES AN EYE-CATCHING HEADLINE, so hype about a "trade war" is good...

 

Sunday, March 11, 2018

Click below to listen to our Monthly Market Insights Markets Insights

 

Thursday, March 1, 2018

This is a blog I follow from Horizon Investments. I wanted to share the Capitol Notes from their Chief Global Strategist. Click here to open

 

Tuesday, February 27, 2018

I just attended a conference called the "W Forum", in New Orleans. This conference is open to all female advisors and their assistants across the Advisor Group broker dealers. I was invited has a mentor of one of the participants. I...

 

Tuesday, February 27, 2018

Donations of cash or property to qualified charities are, for the most part, deductible on your personal tax return. Ifyou receive something in return for your donation, you must reduce your deduction by the value of that item...

 

Tuesday, February 6, 2018

I came across this article and I thought it would timely with all the big swings we seen in the markets over the past few days. Fidelity Market Volatility

 

Monday, January 29, 2018

To figure out your net worth, add up the current value of all of your assets, then add up the current amount of all of your liabilities. Subtract your total liabilities from your total assets. The amount you end up with is your net...

 

Monday, January 8, 2018

A limited partnership is a form of business ownership that consists of general partners and limited partners. There is no maximum number of either type of partner, but there must be at least one general partner. The general partners...

 

Tuesday, January 2, 2018

If you begin to receive Social Security retirement (or survivor) benefits before you reach full retirement age, money you earn over a certain limit will reduce the amount of your Social Security benefit. In 2018, your benefit will be...

 

Wednesday, December 20, 2017

We are really excited to have Greg Valliere, Chief Global Strategist from Horizon Investments hosting a call for us on January 9th. Greg will be updating us on whats going on in DC. Please click be here to learn more about this event...

 

Friday, December 15, 2017

I follow this blog and thought it was interesting a current with all the hype going on with the tax proposals. I hope you find it interesting as much as I do. Capital Notes By: Greg Valliere

 

Wednesday, December 13, 2017

Can I be buried in a national cemetery even though I got out of the Army years ago? The U.S. Department of Veterans Affairs (http://www.va.gov), formerly known as the Veterans Administration, sets the rules and guidelines for military...

 

Wednesday, October 18, 2017

Staying in your job for just a year longer can benefit your retirement savings in more ways than one.

 

Wednesday, October 18, 2017

Baby Boomers are changing the face of retirement. These five trends explain why.

 

Wednesday, October 18, 2017

Thousands of Baby Boomers reach retirement age every day, though many aren't leaving the workforce. Yet.

 

Wednesday, October 18, 2017

Various studies have uncovered unique challenges and opportunities facing retiring Baby Boomers. Here's what they should know.

 

Wednesday, October 18, 2017

Planning your retirement expenses can be a challenge, especially when it comes to these five costs. Here's what boomers should expect.

 

Wednesday, October 18, 2017

A new study finds that Baby Boomers are less confident than ever about their financial prospects in retirement.

 

Wednesday, October 18, 2017

It’s often said that boomers should wait as long as possible before claiming Social Security benefits. Here’s why.

 

Wednesday, October 18, 2017

Retirement concerns have baby boomer women holding on to their jobs for longer than they planned.

 

Wednesday, October 18, 2017

These four retirement facts might surprise baby boomers—and can help them better prepare for their non-working years.

 

Wednesday, October 18, 2017

Baby boomers are hitting retirement age at an excellent time for stocks, and it’s leaving many with more money than they know what to do with.

 

Wednesday, October 18, 2017

Baby boomers should steer clear of these six missteps to boost their chances of a secure retirement.

 

Wednesday, October 18, 2017

A new study finds that older job hunters are less likely to be forced into “old-person jobs” these days.