Archive for July 2019

Don’t Avoid Family Conversations About Money

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job to stay home and raise the child? Here are a couple of interesting facts that may enter that equation:1   The average income for first-time…

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Stock Market Roundup: What to Watch

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any rolling 15-year period during that timeframe.1   While past performance is no guarantee of future results, that bit of history is good for stock investors…

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More Tax Considerations For 2019

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008 to 2010.1   Of course, we do not recommend strategies to avoid legitimate tax liabilities. However, it is important to stay current with the constantly…

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