The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:
Simple illustration shows how volatility and sequence of return affect your retirement nest egg.
Consulting with a Certified Financial Planner (CFP) professional is a great move! A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind.
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
In this post, I share three simple calculators I found and reviewed that you can use to estimate your 2018 income taxes. Plus I give you three bonus tax-saving tips to help you reduce your tax burden.
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI's) including Structured Notes and CD's.
Many market analysts screen for stocks with high dividends. But in a recent screen, I searched for the 100 largest companies in the USA that pay no dividend. These companies represent potential no-tax growth stocks. I posted my findings to a LinkedIn article shown below.
Online brokers are a proven smart way to invest. And they're not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That's a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here's what to look for in an advisor:
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.