Posts Tagged ‘Articles’
Budgeting Tips for the New Year
‘Tis the Season to Give AND Reduce Taxes!
Giving Strategies Offering Tax Benefits
I am constantly amazed at the generosity of our Tri-City community. There are many great nonprofit organizations that are committed to making our community a better and safer place to live. Even though our community is very generous, organizations continue to look for new donors, and for existing donors to increase their contributions, because the…
Read MoreThe DOW Drops 1,000 Points… Should I Worry?
Well…that’s a first! I have been in the financial industry since 1993, and I’ve never seen the DOW Jones Industrial Average drop over 1,000 points before. Yesterday, it dropped over 1,175 points or about 4.6%. Although it was the largest point drop ever, it was certainly not the largest percentage decline. It was nothing compared…
Read MoreTax Reform Signed into Law
The newly signed legislation known as Tax Cuts and Jobs Act of 2017 has made widespread changes to the Internal Revenue Code. The tax reform measure is extremely complex, and the full effects of many provisions are still unclear. Most of the provisions have become effective January 1, 2018, of which include lower individual income…
Read More