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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 Tax Policy Could Increase Your Taxes in 2018

The Tax Cuts and Jobs Act of 2017 The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all Americans. Wealthy residents of California, New York and other high-tax states could face a higher tax bill, when they file their 2018 return.1 Effects on 2018 Tax Filings: Cuts…
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4 BIG Mistakes People Make: Retirement Planning

Retirement is supposed to be a fulfilling and rewarding chapter of your life — but it can feel less than relaxing if it’s not well planned for. To ensure you’re able to live comfortably in life’s next chapter, start planning early and take advantage of technology to help you monitor your success. Here are four…
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Digital & Financial Tools for Retirees

Crossing the Digital Divide These days, there are plenty of gadgets designed to help us monitor our health, stay in touch, and manage our households. They come in a variety of smartphone apps, wearable devices, computers, tablets and smart appliances. One of the obstacles to widespread adoption is that not all of us grew up…
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When Do You Need a Financial Advisor?

Major Life Events Are Financially Complex You might think that you only need a financial advisor for retirement or investment questions, but there are a number of common situations that necessitate complicated paperwork and financial decision making. Rather than do everything yourself, sometimes the best way to get things done correctly is to seek financial…
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Leading Economic Indicators For Your Investment Strategy

What Goes Up, Must Come Down Newton’s laws of motion and gravity are often applied to economics and the stock market. While this generally explains a natural path of the economic cycle, the key question for most investors is: When will the stock market go down? While no one can predict market directions with exact accuracy, economists…
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10 Things You Didn’t Know About Scott

1. Competition BBQ I am on a competition BBQ team called Mi Cow es su Cow BBQ and have competed all over central Texas, including Dripping Springs Founders Day. My specialty is slow smoked brisket!   View this post on Instagram   Out of 135 entries, our team won 10th place for Brisket. Eat your…
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