by SEDRIC.WALKER512 | Feb 11, 2019 | Finance, Leisure
Learning how to budget can be the key to financial success regardless of your income. It can also be confusing and overwhelming. There are many personal finance programs available that can help you track your spending. Unfortunately, most of these programs are...
by SEDRIC.WALKER512 | Dec 1, 2018 | Finance, Leisure
Each year the Internal Revenue Service and the Social Security Administration announce cost-of-living adjustments, retirement plan contribution limits and other tax-related items. Below are some key numbers for 2019 that are of interest to most taxpayers: Here’s...
by SEDRIC.WALKER512 | Sep 6, 2018 | Finance, Leisure
The 2017 Tax Cuts and Jobs Act, doubled the federal gift and estate tax basic exclusion amount to $11.18 million in 2018 (adjusted for inflation in later years). The Act also doubled the federal generation-skipping transfer (GST) tax exemption. After 2025, these...
by SEDRIC.WALKER512 | Jun 28, 2018 | Finance, Leisure
For a variety of reasons, second and third marriages with are becoming more prevalent in our society. As you and your future spouse consider merging your lives together, take into account that blended family issues can complicate your life and your financial...
by SEDRIC.WALKER512 | Apr 17, 2018 | Finance, Leisure
“Drive for show, putt for dough” is not only a great axiom for playing golf, it can also be applied to your investment strategy. Investment strategies should be developed after a thorough understanding of your “risk tolerance”. Risk tolerance...
by SEDRIC.WALKER512 | Feb 17, 2018 | Finance, Leisure
On December 20, 2017, the U. S. House and Senate passed the Tax Cuts and Jobs Act (TCJA). This is the largest major tax reform in over three decades and contains a whole host of tax provisions that impact individuals and businesses. With a few rare exceptions, the...