Archive for April 2018

Financial Strategies in 2018

One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of gains than to…

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Traveling on a Fixed Income

Oh, the places you’ll go! Renowned author Dr. Seuss wrote a children’s book in 1990 that has become a popular graduation gift for young adults. Part of its message:1 “You’re off to Great Places! Today is your day! Your mountain is waiting. So … get on your way!” Perhaps for some people, the time to…

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The New Tax Law: Things to Consider

Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking. While “everyone” is likely to see some changes, here’s an idea of how many people fell into each income group. In 2015:1 About 1.4 million Americans accounted for the top 1% of income…

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Digital Tools for Tax Season

Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free tax filing assistance to filers who earn $54,000 a year…

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