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A Summary of 2018 Tax Changes

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

A Recipe for Achieving Your Goals

Does thinking about investing leave a bad taste in your mouth? With all the jargon that gets tossed around — headwinds/tailwinds; beta versus smart beta; portfolio under‑ and over‑weightings; Brexit, Grexit and even Texit — investors are often left feeling like they have egg on their face when they try to make sense of it all.

Repaying Student Debt

Walking across the stage and receiving your university diploma can be the first step towards the daunting world of adulthood. The structure that educational institutes provide is now replaced by an empty void that we must fill with a professional career. It is commonplace to be riddled with uncertainty!

How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Professionals, executives and business owners recognize the threat that a disability poses to their financial security, which is why many have individual disability insurance. But far too many purchase a disability insurance plan without carefully considering their future needs.

April 2018 Economic Update

THE MONTH IN BRIEF

Renting Your Home? Why Renter’s Insurance is a Must

A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be encumbered with a mortgage and all of the responsibilities that go with home ownership.

Video: The Importance of Financial Goals

These are the obstacles we all face in trying to achieve our financial goals:

 

Business Owners’ Personal and Family Security Risks

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.

Pay Yourself First - The Holy Grail of Personal Finance

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

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