
November 2017 Monthly Economic Update
October saw the S&P 500 rise 2.22% in response to results from the fall earnings season, encouraging fundamentals, and anticipation of tax reforms

November 6, 2017 Weekly Economic Update
According to the Department of Labor, October brought a net gain of 261,000 jobs. The headline unemployment rate ticked down to 4.1%.

How 1099 Workers Can Prepare for Tax Season
Many freelancers are stunned to realize how much tax they owe. If you would rather not be one of them, pay attention to these details.

Retirement Plan Contribution Limits Rise for 2018
The federal government has boosted the annual contribution limit on some of the popular qualified retirement plans thanks to inflation.

Your Social Security Benefits & Your Provisional Income
You may be shocked to learn that part of your Social Security income could be taxed. If your provisional income exceeds a certain level, that will happen.

ACA Open Enrollment Season Is Here
This fall, the annual enrollment period to sign up for health insurance is shorter. In many states, it lasts only six weeks, from November 1 to December 15.

October 30, 2017 Weekly Economic Update
The economy grew 3% or more for a second straight quarter for the first time since 2014. Unexpectedly, new home buying increased by 18.9% in September.

Understanding Inherited IRAs
At first glance, the rules surrounding inherited IRAs are complex. Here are some questions to consider if you have inherited one or may in the future.

October 23, 2017 Weekly Economic Update
Existing home sales advanced 0.7% last month, according to a National Association of Realtors report. This gain broke a 3-month streak of retreats.

October 2017 Retirement Insight
Some parents feel they should pay for all or part of their children’s college education and put saving for retirement further down on their to-do list.