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.

Biggest Market Value Drop in Stock Market History

Facebook is in Trouble! Yesterday, Facebook’s stock tanked after a 2Q earnings report showed that they missed revenue expectations. This can be indicative of slowing growth for Facebook, possibly the social media industry and even the stock market itself. Facebook will need to improve their performance, if they are to regain lost footing. It can…
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What is Happening to Social Security?

Social Security is Running Dry But that doesn’t mean it will cease to exist! Social Security has been an important topic in retirement for decades, but a lot has changed in recent years. For preceding generations, a senior could obtain a sizable portion of their retirement income, solely from social security benefits. Nowadays, seniors that…
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Does Your Financial Advisor Care About Your Retirement?

Your Retirement Matters Financial advisors come in all shapes and sizes, but a good advisor will never leave you high and dry. A financial advisor needs to support the needs of their clients and should never make investment recommendations based on a desire for personal sales commission. They need to work for the client’s needs,…
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Social Security Secrets to Increase Your Retirement Income

What is My Full Retirement Age? When you take out social security, your benefits are a combination of 3 types of benefits: retirement benefit, spousal benefit and survivor benefit. Different claiming strategies affect the age you can retire, as well as penalties. The reason financial planners talk so much about full retirement age, is that…
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6 Strategies to Keep Couples Happy in Retirement

You might think that retirement is only complicated by financial stress, but retirement can put a strain on your relationships as well. Couples may find many different challenges associated with retirement, but with divorce rates rising, it is evident that retirement is a difficult transition for married couples. Domestic squabbles are often a result of…
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Do You Need Long Term Care Insurance For Your Retirement?

Statistically, You Probably Will When we plan for retirement, there are more than a few uncertainties. At first, you might think that you can take care of unplanned expenses with a rainy day fund, but it depends on the complexity and magnitude of any unforeseen costs. According to Morningstar, 52.3% of people turning 65 will…
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