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Gradual Retirement

Gradual Retirement Not everyone retires the same way – or at the same pace.    Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of those who…

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No, That Is Not the I.R.S. Calling

No, That Is Not the I.R.S. Calling Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).       Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1   It is…

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Weekly Update- Stocks Post Solid Gains

In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations. Weekly Economic Update   THE WEEK ON WALL STREET The big story last week was the sudden grounding of Boeing 737 Max…


Weekly Update: Stocks Lose Momentum

In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Weekly Economic Update   THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they…

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Atlanta, here are some Long-Term Investing Truths

Long-Term Investing Truths Key lessons for retirement savers.   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.     First and foremost, you learn to shut out much of the “noise.” News…

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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…

Tax Changes & COLAs for Households-2019

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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