Posts with the category ‘Personal Finances’


Tax Cuts and Jobs Act

Prepared by Broadridge Investor Communication Solutions, Inc The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018. Many individual tax provisions sunset and revert to pre-existing law after 2025; the corporate tax rates provision is made permanent. Comparisons below are generally for 2018. Individual income tax rates Pre-existing law…. Read More


Investing for Major Financial Goals

Prepared by Broadridge Investor Communication Solutions, Inc. Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re lucky, you may end up with enough money to meet your needs, but you have no way to… Read More


Trust Basics

By Broadridge Investor Communication Solutions, Inc. Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn’t hard. What is a trust? A trust is… Read More


Stocks Could Rise As Much As 27% in 2018

By Mark Kolakowski   The S&P 500 Index (SPX​) should reach a record 2,800 by the end of 2018, more than 7.5% above the open of trading on Monday, based on the average forecasts from nine market strategists polled by Bloomberg. Some strategists forecast stocks could rise as much as 27 percent. Those gains would create the longest bull market on record. Key reasons for their continued bullishness, per Bloomberg: even without tax reform, corporate earnings in the U.S. are rising at a… Read More


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