Mark DiOrio, CFA and Chief Investment Officer of Brookstone Capital Management put together a great piece on market volatility that may shed some light on recent volatility and ease some concerns you may have. MW_Volatility Perspectives_10.29.18 Visit www.brookstonecm.com to learn more about the company and what we have to offer our clients. Investment advisory services [...]
Monthly News and Information for Current and Future Retirees Presented by CARLA MERLAK - OCTOBER 2018 [...]
Tolerate the Turbulence Look beyond this moment and stay focused on your long-term objectives. Provided by Carla Merlak Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since the end of World War II, there [...]
Medical insurance and other costs can be one of the biggest expenses in retirement alongside taxes. Doesn't it make sense to make sure you aren't overpaying? Annual enrollment kicks off 10/15/2018 where you can make changes to your plans. Antonio Lugo of Smart Wealth Strategies has incorporated Medicare plans into his practice and for a [...]
Per the IRS Tax Reform Tax Tip 2018-154, October 3, 2018, they say: Taxpayers who haven’t checked their withholding should use the Withholding Calculator ASAP For full article and links to helpful tools, click here
If you want to see the 10 Key Changes to Tax Laws, click on the link below. TaxReform-10 key changes
Even the IRS must know people are confused about IRA's. They just published Tax Tip 2018-145 - Facts to help taxpayers understand Individual Retirement Arrangements. Click here to read the complete tax tip from the IRS.
While you are out having fun, you may not realize that your pension check has less money going toward Federal taxes. The IRS just published the Tax Reform Tax Tip 2018-143 stating that retirees with pension income should do a paycheck check up ASAP. Click here to read the article. It will give you a [...]
Especially those that retire early, in their early to mid 60's, may be surprised that they will spend equal or even more than they did while working. Read full article: https://www.reuters.com/article/us-money-retirement-lowballed/the-lowballed-retirement-why-americans-underestimate-what-they-need-idUSKBN1KE2B1
Learn more about Social Security...you might be surprised! Read these articles published by Social Security: when to start_1700 ret checklist_Additional things you should think about 5 things_About Social Security