Devising a Tax Strategy After the Paycheck Is No More

March 4, 2016 The New York Times by Tara Siegel Bernard This tax season was the first in which Charlie Clark, 64, filed his return with his newly attained status: retiree. Mr. Clark almost always prepared his family’s tax return, but when he ran the numbers through TurboTax last month, he was pleasantly surprised. “This year, holy cow, we were …

The Journey: List of best 401(k) plans doesn’t tell whole story

March 5, 2018 Crescent-News by Janet Kidd-Stewart Tribune News Service (TNS)   Airline workers have the best 401(k) retirement plans, a new study claims, but that’s little comfort to Capt. Mike Burr, a 60-year-old American Airlines pilot still on the job after years of contract concessions, pay cuts, a pension freeze and a 2011 bankruptcy filing. Delta, American, United and …

Three high-tax states sue to fight legislation that cuts deductions

January 26, 2018 NBC News by Ben Popken Homeowners in areas with high state and local property taxes are hopping mad after the new federal tax bill passed — and now Democratic governors in some of those states are fighting back. New Jersey and Connecticut joined New York in suing the federal government over the new GOP-led tax overhaul plan …

Which comes first: The kid or the 529 account?

December 11, 2017 FinancialPlanning by James Thorne When Sara Stanich was pregnant for the first time, her unborn child already had a college savings account. Stanich had received a gift from her in-laws and wanted to put the money toward college savings. She looked at the rules for 529 accounts, which allow for tax-free growth on savings for qualified higher …

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How to Advise Clients on the Expat Experience

October 27, 2016 Wall Street Journal Ann Reilley Gugle was featured in an article addressing the experience of working and living abroad as an expatriate.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article from The Wall Street Journal, here

This Is Why More People Are Investing, Not Spending, Their HSA Health Care Savings

March 20, 2017 Investor’s Business Daily by Donald Jay Korn Most people who contribute to health savings accounts are setting aside tax-free money to use for medical expenses as they arise. But a growing number of HSA members can afford to invest contributions in stocks, mutual funds and other investment vehicles. According to the 2016 Year-End Devenir HSA Research Report, …

Financial Planners Teaching Clients There’s More to Money Than Stock Returns

March 6, 2019 TheStreet by Scott Van Voorhis Clients of financial planners remain focused on portfolio returns, even though there are big value adds elsewhere. Financial planners are increasingly embracing a “holistic,” broad-based service model that focuses less on investment returns and more on developing a healthy financial lifestyle.   Yet clients have yet to completely buy into the new …

Three Financial Advisers Discuss 2015 Outlook

December 15, 2014 Wall Street Journal by Daisy Maxey How Investors Can Prepare for Increased Volatility and Tax Issues Stocks have enjoyed an unprecedented rally since the end of recession in 2009, but many investors are bracing for an interest-rate hike that could shake U.S. stock and bond markets in 2015. Global turmoil, meanwhile, looks set to continue in the …

What Could Happen if Trump Rolls Back The Dodd-Frank Act

February 13, 2017 Magnify Money by Katie Tiller The Dodd-Frank Wall Street Reform and Consumer Protection Act has been seen by many as legislation that helped dig the American economy out of the Great Recession by putting strict limitations on banks. Banks had to rein in their high-risk mortgage practices and meet stricter lending requirements. President Donald Trump has begun …