Yes, You Can Still Buy Savings Bonds
Submitted by TROY M. SMITH on August 1st, 2018We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.
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Charitable donations can mean big tax deduction—unless you donated to a fraud
Submitted by TROY M. SMITH on September 14th, 2017Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.
Video: Retire to Happiness - Tips to Thrive in the Next Chapter of Life
Submitted by TROY M. SMITH on September 14th, 2017Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health and more!
The 19 Questions to Ask Your Financial Adviser - Wall Street Journal Artcile - August 25, 2017
Submitted by TROY M. SMITH on September 14th, 2017
Very Good Article in the Wall Street Journal about what to ask when you engage a Financial Planner:
https://blogs.wsj.com/moneybeat/2017/08/25/the-19-questions-to-ask-your-...
Are You Successfully Self-Employed?
Submitted by TROY M. SMITH on January 16th, 2017There Could Be a Pension Plan in Your Future
The Financial Planning Profession
Submitted by TROY M. SMITH on January 16th, 2017Financial Planning is the successful transition from Asset Accumulation to Income Generation to Wealth Transfer.
Some companies rethinking 401(k) matches
Submitted by TROY M. SMITH on January 16th, 2017A survey by Grant Thornton LLP’s found that 29 percent of U.S. companies have modified, or plan to modify, the matching contribution in their 401(k) plans this year; two-thirds of those respondents report that they will eliminate the match entirely.
