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:
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.
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.
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.
Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession.... Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don't Panic and Sell at the Bottom.
Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We're here to help you move up the ranks.
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