Archive for January 2020
RMD Considerations
Financial Planning | With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The…
Read MoreAssessing the Role of Government
Financial Planners | Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.…
Read MoreWork World: Late Career Management
Financial Planners | The number of workers older than 64 has increased threefold since 1989. And while working longer may be a marker of good health for some, it’s a necessity…
Read MoreFinancial Tips For 2020
Financial Planning | The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are…
Read MoreFinding Solutions to America’s Energy Challenges
Financial Planning | The United States is the second-largest energy consumer on the planet. Over the past dozen years, domestic production of oil and natural gas has grown thanks in…
Read MoreGetting a Fix on Health Care
Retirement Planning |If you’ve been lucky enough to receive employer-subsidized health insurance throughout your career, retirement may be a bit of an eye-opener. Many retirees expect Medicare to cover all…
Read MoreTax Tips and Updates for the 2019 Filing Season
South Carolina | As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020.…
Read MoreThe Importance of Women Achieving Financial Confidence
Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…
Read MoreNon-Cyclical Stocks and Their Relationship to the Economy
Financial Planning | Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the…
Read MoreThe State of the Sharing Economy
Financial Planning | The financial hardships of the Great Recession forced many people to start thinking outside the box. The “sharing economy” gained popularity in the late 2000s because it…
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