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Tips if you are planning to retire in 2019

Great advice for anyone getting close to retirement, or for someone who is already retired. Figuring out a budget for retirement is really step one. You need to know what's coming in and what will be going out. Then, you want to make sure you have enough guaranteed lifetime income to cover the essential things.…
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Never too young to learn about money!

Barclay the ice dog recently joined the NHL St. Louis Blues team for a "ruff" practice, and had a great time!  As you can see, this young dog is very comfortable on the ice, and having fun learning how to play hockey (sort of!). Similar to Barclay, our kids are never too young to learn…
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Don’t fall for these 3 holiday shopping scams

By Jeanie Ahn - Senior Producer/Reporter, Yahoo Finance 12/7/18 Consumers are expected to bump up their spending to an average of $1,007, totaling $720 billion – which is up 4% from last year, according to projections from the National Retail Federation. But thieves are constantly coming up with creative ways to steal your money and/or your…
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4 ways to avoid charity scams this holiday season

Written by Alyssa Pry, Personal Finance reporter, Yahoo Finance, 12/3/18 After the shopping bender of the holiday weekend comes the sobering Giving Tuesday, a day to donate to charitable causes and give back to others. Last year, Americans donated $300 million to charities globally, and Tuesday starts the “season of giving,” says Michael Thatcher, CEO…
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The most reliable recession indicator has been deteriorating

From Yahoo! Finance today, written by Scott Gamm The most accurate gauge of recession risk is starting to show signs of weakness. Weekly initial claims for unemployment insurance rose to a six-month high of 234,000 for the week of Thanksgiving, an increase of 10,000 from the prior week.  This is the third week in a row of increasing…
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The 10 Commandments of Retirement

This is a great 2-3 minute read, written by Richard Quinn.  His blog can be found at Quinnscommentary.com We’re faced with a host of thorny retirement issues: Keep Social Security solvent. Make Medicare affordable. Many Americans aren’t saving enough. They want to retire earlier than they can reasonably afford. They’re effectively financially illiterate. But in…
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Saving enough for a happy retirement may be easier than you think

A great 2-3 minute read I found today on Marketwatch, written by Alessandra Malito Your future self is counting on you! Want to have a comfortable retirement? Stop focusing on the stock market and focus on yourself instead. Simple choices — putting money aside for retirement, increasing contributions once a year, holding tight during market…
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As 2018 Ends, Year-End Tax Planning Is More Critical

This is a great article I found on www.CPApracticeadvisor.com Last December’s tax-reform bill upends conventional tax-planning strategies and dramatically changes the landscape for this year’s tax filings. The good news is that there is still time to ease the pain of the upcoming filing season – even this late in the year. To help individuals…
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