But when will the cryptocurrency bubble burst? Provided by Brad Tiche Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was...
Read moreHow the Tax Reforms Will Take Effect
Some of the impacts of the Tax Cuts & Jobs Act will be felt later than January 1 Provided by Brad Tiche President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal...
Read moreComprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Provided by Brad Tiche Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that...
Read moreFear Must Not Inhibit a Financial Strategy
Too often, it persuades investors to make questionable moves Provided by Brad Tiche Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question...
Read moreTalking to Your Heirs About Your Estate Plan
They should not be left ill-informed or unaware Provided by Brad Tiche Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create...
Read moreShould We Reconsider What “Retirement” Means?
The notion that we separate from work in our sixties may have to go Provided by Brad Tiche An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A...
Read moreYear-End Charitable Gifting
What should you keep in mind as you donate? Provided by Brad Tiche Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring...
Read moreYour 2018 Financial To-Do List
Things you can do for your future as the year unfolds Provided by Brad Tiche What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or...
Read moreEnd-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2017 Provided by Brad Tiche What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes...
Read moreExamining the 2018 Social Security COLA
It will help retirees out, but it will not help them get ahead. Provided by Brad Tiche Seniors got a little good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra...
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