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Economic Update 10/22/14

CONSUMER SENTIMENT: A PLEASANT SURPRISE Ebola fears and a choppy stock market haven’t quite rattled household optimism. At a reading of 86.4 (its highest in more than seven years), the University of Michigan’s initial October consumer sentiment index confounded analysts … Continue reading

Financial Planning Tips for the Fall

As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives. Don’t forget that IRA RMD. If you own one or more traditional IRAs, you … Continue reading

Economic Update 10/15/14

WHEN WILL THE MARKET CALM DOWN? Earnings didn’t preoccupy investors last week; Europe did. The International Monetary Fund warned that the euro area could enter another recession; European Central Bank president Mario Draghi urged EU member nations to go in … Continue reading

New IRS Ruling on IRA Rollovers of After-Tax Amounts

Do you contribute to a qualified retirement plan at work, such as a 401(k), 403(b) or 457 plan? Does your account have a large balance? If so, you’ll be glad to hear about a new IRS ruling that may give … Continue reading

Inheritance Planning: How to Minimize Family Fighting

Should you rely on “will power” to bequeath assets? The more complex your estate, the more ill-advised that choice becomes. Having only a will in place when you die may not be enough. As MarketWatch noted recently, research from the … Continue reading

Economic Update 10/06/14

JOBLESS RATE DECLINES TO 5.9% Unemployment lessened another 0.2% in September as firms added 248,000 new workers to their payrolls. The nation hasn’t seen joblessness of less than 6% since July 2008. In presenting its latest report, the Labor Department … Continue reading

Financial Planning For 2015… Today

2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate … Continue reading

Will the IRA Charitable Rollover Provision Finally Be Made Permanent?

A great idea is hard to dismiss. Congress failed to extend the IRA charitable rollover provision into 2014. That took a terrific charitable gifting option off the table, a potential win-win for both non-profits and wealthy households with large IRAs. … Continue reading

Should You Buy the Stock Market Dips?

When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a downturn or a correction may seem foolish to many, but if major … Continue reading

Retirement Problems

We know that qualified retirement plans and IRAs are prime long-range savings vehicles; we use them to accumulate assets and invest for the future. So why aren’t some of us amassing the retirement nest eggs that we should? Why did … Continue reading