Knowledge for the Journey

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Quarterly Economic Update Q1 2019

Quarterly Economic Update Q1 2019

In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount.

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Qualified Charitable Distributions

Qualified Charitable Distributions

As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs) once you reach age 70½. However, you may not have been aware that the RMD can be taken in the form of a qualified charitable distribution,...

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Why You Want a Retirement Plan in Writing

Why You Want a Retirement Plan in Writing

Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will “wing it,” hope for the best, and see how it goes. How...

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When Is Social Security Income Taxable?

When Is Social Security Income Taxable?

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly...

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Section 199A Business Tax Deductions

Section 199A Business Tax Deductions

Many households, businesses, and other organizations are arranging their documents for the coming tax season. The changes to the tax code have inspired a great deal of discussion, confusion, and clarification.Something you might want to know, as a business owner....

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Safely Climbing & Descending the Wealth Mountain

Safely Climbing & Descending the Wealth Mountain

Living in the Pacific Northwest, you’ve almost certainly done a bit of climbing or hiking. If so, you learn quickly that ascending the mountain takes a different approach than descending the mountain. Skills required, muscles used and awareness needed all change when...

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Quarterly Economic Update Q4 2018

Quarterly Economic Update Q4 2018

THE QUARTER IN BRIEFWall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent...

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