Knowing how much of your income is taxable and how it’s going to be taxed is important because it’ll help you understand what you’ll owe on Tax Day (April 18 this year). So, how do you know what income is taxable and what isn’t? And how exactly do you...
The first week of good news we can report since early September. And a welcome report it is!! The markets remain uncertain about the longer term for inflation, interest rates, and of course, the mid-terms right around the corner. Specific political views...
Myth #1: I don’t need to revisit my withdrawal rate Historically, a general rule has been that a properly diversified portfolio could last 30 years with withdrawals of 4% or less and annual increases to match the rate of inflation. However, there isn’t a...
More of the same! Last week the markets were not clear on where they were going to finish showing a few days of positive gains followed by more pullback. The market reacted negatively at the start of the week to poor inflation numbers that...
Well, the leaves are beginning to change and that means the year is winding down and it’s time to give your end-of-year financial check list items with deadlines a close look. Start planning and get items checked off before deadlines hit. Below are a few things...
Last week….we ended on a higher note than we had two weeks prior. Please note the chart above is missing a week as we ran into data download issues for the week ending September 30. The markets seemed to be a bit wishy washy when trying to...
