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Posts by Scarlet Oak

What do we do about the Retirement Gender Gap

A Retirement Gender Gap Why a middle-class woman may end up less ready to retire than a middle-class man.   What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.   Most middle-class retirees get their income from three sources.…

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Tax Changes & COLAs for Businesses-2019

Tax Changes & COLAs for Businesses   On the business side, not much has changed this year after a truly momentous 2018.   1) Taxable income thresholds pertaining to the 20% deduction of qualified business income have been updated. Many pass-through business entities will be able to exclude a bit more income from federal taxation in…

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Calm Markets in Political Turmoil

  In this week’s recap: stocks end the week little changed after investors interpret commentary from Jerome Powell and hear that higher taxes on Chinese imports are indefinitely postponed. Weekly Economic Update THE WEEK ON WALL STREET Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made…

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Atlanta, How to Avoid Midlife Money Errors!

Midlife Money Errors If you are between 40 & 60, beware of these financial blunders & assumptions.    Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. These errors and suppositions are…

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Tax Changes & COLAs for Households-2019

Tax Changes & COLAs for Households Here are some notable changes affecting individual taxpayers this year (the changes are far less seismic in 2019 than those brought about in 2018 by the Tax Cuts & Jobs Act).  Just a reminder as you move to this new section on Tax Changes & COLAs for Households. This…

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