Blog

Blog

Best Tax Friendly Places to Live for Retirees

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

First Time Investing for 20-Somethings

For many early 20-somethings that are freshly graduated and are now facing credit card and loan bills, the last thing on their mind is investments. Your new job can just about cover rent and groceries but the limitless pocket money of your youth is now a distant memory.

Real Estate Investing for the Beginner

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest of many individuals to start investing in real estate for themselves.

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

A Summary of 2018 Tax Changes

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Informed Donating

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

A Quick Guide to Planned Giving

Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available.

Saving for Your Child's School

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.

Repaying Student Debt

Walking across the stage and receiving your university diploma can be the first step towards the daunting world of adulthood. The structure that educational institutes provide is now replaced by an empty void that we must fill with a professional career. It is commonplace to be riddled with uncertainty!

Retirement

It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement savings, later seems to be the standard. According to RothIRA.com, only 56% of today’s workers in the U.S. are currently saving money for their retirement, and 38% of those currently saving have less than $10,000 saved.

Syndicate content

Securities and Advisory Services offered through Cantella & Co. Inc. MEMBER of FINRA/SIPC. Rajah Asset Management is securities licensed in the following states: CA, FL, and MI.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved