Tariffs, Mid-Term Elections, Judge Kavanaugh, Oil…All in the News!!

Tariffs, Mid-Term Elections, Judge Kavanaugh, Oil…All in the News!!     We certainly have our selection of reading material these days! This week we are placing 10% tariffs on $200 billion of imported Chinese Goods. China, in response is slapping tariffs on $60 billion of imported US Goods. In addition, the negotiations that were scheduled […]

Charitable Contributions for 2018 Qualified Charitable Distributions (QCD) Income Tax Savings, 6 Benefits, and 5 Rules

Charitable Contributions for 2018 Qualified Charitable Distributions (QCD) Income Tax Savings, 6 Benefits, and 5 Rules     Want to make Charitable Contributions? Not sure about the benefits and rules?   In 2017, 37 million income tax returns reported charitable donations. In 2018, that number is widely expected to decrease. The reason is the Tax […]

Hurricane Florence and Tariffs, Do They Matter?

Hurricane Florence and Tariffs, Do they Matter?   We wish all those affected by Hurricane Florence a safe, organized and expeditious return to their normal lives. Watching the news over the weekend certainly made me feel very deeply for all those impacted.   The threat of the damage of the Hurricane along with the threat of imposing […]

Social Security Status Update – Solvency and Spousal Option Changes

83 Years of Benefits of Social Security Benefits     The Social Security program provides workers and their families with Retirement, Disability and Survivors Insurance Benefits. During the program’s 83-year history, it has collected approximately $20.9 trillion and paid out $18 trillion, leavings asset reserves of $2.9 trillion as of the end of 2017.   […]

A Normal September?

A Normal September?   The media is very quick to point out September is typically one of the most difficult months for US stock market returns. I will caution you about past trends as so many have been broken since this economic recovery began in March of 2009. Remember this; “Sell in May Go Away”, which […]