The 2019 quarter 3 markets followed much of the same trends as we’ve seen all year: markets are still strong, but with some indication for potential trouble ahead. (Here are the first and second quarter recaps.) All signs are positive right now, but if you look past the next couple of quarters, we could be […]
Managing Internal Capital Gains Exposure
Capital gains exposure can add up if you’re not careful. The best way to avoid them is to be mindful of where you’re vulnerable when you’re building your portfolio. Capital Gains Taxes – What they are, and how they happen Internal capital gains are an increase in the value of an investment that makes […]
Important Deadlines to Know for Your Retirement Plan
If you want to maximize the benefits of your retirement plan, it’s important to note the deadlines that go along with them. Not all retirement plans should be, or can be, set up at the same time. And if you want the tax benefits of your plan, there is a cutoff date to apply your […]
Open Enrollment 2019: What to Watch For
Once September rolls around, it’s time again to prepare for open enrollment season. It’s important to review your company benefits every year to make sure they still align with your needs and life changes. Since your employer will likely be in contact with you soon about open enrollment 2019, don’t forget to review these features: […]
Medicare Taxes for High-Income Earners
Medicare offers additional medical coverage for eligible Americans who are (mostly) 65 or older. It’s paid for by taxes, and higher income-earners face some additional taxes for Medicare services. You know that Medicare costs come out of your paychecks, but did you know your investments are also affected? Earnings above certain thresholds get taxed […]
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