One of the most important benefits of the Social Security program is the spousal benefit. This payment is made at retirement to the spouse of the individual who paid into the Social Security system over time. The spousal benefit payment was originally intended to...
Click here to read our first quarter market commentary.
The US stock market, as measured by the Dow Jones Industrial average, has now experienced six consecutive days of losses. This has not happened since 2011. The markets may be questioning whether the new administration will be able to execute on plans that include tax...
Many people are attracted to the tax benefits of health savings accounts (HSA’s) when these accounts are linked to a high deductible health insurance plan. HSA’s offer a triple tax break – contributions are tax-deductible, assets grow tax-free, and qualified...
If you’ve reached a certain age, you may have recently received a letter from your bank, brokerage firm or mutual fund company, informing you that you’ll have to take an RMD before year end – and they may have even told you what the amount is. So what is an RMD? Well,...
We're pleased a present a look back at 2016 here, courtesy of the professionals at Dimensional Fund Advisors.
Click here to read our fourth quarter market commentary.
The December 2016/January 2017 edition of "The Accountant", published by the Oregon Society of CPA's, included our article on Core Financial Planning Areas for Your Clients. The article highlights a number of areas where CPAs can assist their clients, including: -...
The 2017 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2017. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your...
According to the Social Security Administration, benefits will receive a 0.3% increase in 2017, compared to the 0% increase they received this year. The average monthly benefit will increase to $1,360 from $1,355 starting in January. There was no automatic adjustment...
In his recent Insight column for the Financial Times, Dan McCrum described gold as "the perfect medium for pseudo-analysis", and argued that the price of gold can never be more than fashion. Click here to read his thought-provoking piece from October 12, 2016.
Click here to read our third quarter market commentary.
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