Archive for October 2017
[Video] Complete Your RMD’s
What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed. There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something. This…
Read MoreEverything That Can Keep The Market Moving Forward Can Also Pull It Back
Everything That Can Keep The Market Moving Forward Can Also Pull It Back Lately, we’ve heard about the good things that can keep this bull market moving higher. However, these same things can also pull it back. Let’s examine two areas where this holds true. Tax Reform Keeps Market Moving Higher: There is optimism that…
Read MoreHurry Up And Wait [Federal Reserve Chair – Bull Market]
Hurry Up And Wait! The Senate voted to pass the budget which now paves the way for tax reform in the bull market we are in. Optimism is growing that tax reform can get done before year-end but only time will tell. We are remaining hopeful that we see meaningful progress toward tax reform in…
Read More[Video] Maximize Annual Retirement Contributions
Maximize Annual Retirement Contributions One of the items at year-end that we need to be thoughtful of is how much money we’ve put into your retirement accounts available to us. This is one item that is part of our year-end tax planning checklist. In this video, we discuss maximizing your annual retirement contributions: MICHELLE SMALENBERGER,…
Read MoreThird Quarter Earnings Are In Full Swing (Unlike The Cubs)
Third Quarter Earnings Are In Full Swing (Unlike The Cubs)! Just like we watched our beloved Chicago Cubs inch out wins during the playoffs, quarterly corporate earnings keep us watching with anticipation. Corporate earnings are reported each calendar quarter and provide us with insight to how a company is operating. The earnings number represents how…
Read More[Video] Consolidating Retirement Accounts
What To Consider When Consolidating Retirement Accounts Are you nearing retirement or maybe in retirement? Or have you had a 401(k) at an old employer and now need to decide what to do with the different accounts? Can you consolidate them, move them, or need to just leave them where they are? To move a…
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