Skip to content

Posts by Scott Campbell, RICP

Keep The Tax Credit for Charitable Gifts

Ever since the Tax Cuts and Jobs Act (TCJA), many taxpayers have shown concern about losing tax breaks for charitable contributions. However, with the right plan, taxable entities can still benefit from donations. New law increased the standard deduction to $12,000 for individual filers and $24,000 for married households filing jointly. This increase, plus the…

Read More

New Client Guide- The Retirement Instructor

We Want Your Retirement to Be Seamless As president of The Retirement Instructor, I know for a fact that we are doing our best to streamline your retirement. That’s why we have so many complimentary financial softwares and services for your to choose from. This article will help you to understand the available tools at…

Read More

401(K)s Can Augment Your Retirement Plan

Record Highs in 401(K) Contributions Retirement accounts in the U.S. reached record highs by the end of 2018’s third quarter. The average account balance was $106,500 for 401(k) plans, and the number of 401(k) millionaires in the U.S. increased to 187,400, up 41 percent from 2017. This trend may continue, because of an increase in 2019…

Read More

Reducing Investment Risk With ETFs

Exchange-Traded Funds Are a Safer Alternative to Stock Investing As an indexed security, exchange-traded funds (ETFs) are still susceptible to market fluctuations. However, they are a portfolio of investments, which provides greater diversification for the investor than owning an individual stock or bond. The funds are diversified by the ETF’s management and it takes the…

Read More

January 2019 Market Update

2018 Market Review1 Last year was a little bumpy for markets near the end of the year. This excerpt from How Every Asset Class, Currency, and Sector Performed in 2018 by Jeff Desjardins at Visual Capitalist sums up 2018 really well: “We’re only a few days into 2019, but it appears markets have picked up…

Read More

Caring For Elderly Parents in Retirement

Care-Giving During Retirement Can You Afford to Take Care of Your Parents? According to the Center for Retirement Research at Boston College, it is now common for people in their 60s and 70s to be caring for a parent in their 90s or older. 10% of adults between the ages of 60 and 69 with…

Read More

2019 Updates to Social Security

Cost of Living Adjustments for Social Security Good news! Social Security benefits are scheduled to increase by 2.8% in 2019, the biggest benefits increase since 2012. The average beneficiary – who received about $1,405 per month in 2018 – can expect to see about $468 more over the course of the year.1 Why is Social…

Read More

How We Protect Your Financial Security

Recent Increase in Cyber Attacks Over the past few months, the financial industry has experienced an increase in fraudulent attempts to gain access to client data, through false disbursement requests. In fact, cyber attacks are now considered one of the largest risks to financial markets in 2019. To keep pace with the times, we have…

Read More
Call Now Button