New Rules for Home Mortgage Interest Deduction
Are you aware of the new rules for the home mortgage interest deduction under the Tax Cuts and Jobs Act of 2017? The new tax bill was passed in December of 2017, and there are some fundamental changes in how we deduct our mortgage interest. For the first time, it’s not focused upon the nature […]
How Does the New Tax Law Affect Medicare?
Recent updates in the new tax law to Medicare and Social Security rules may not seem like that big of a deal, but they did change some of the rules. How is that going to impact your retirement income? When taken together, there were 7 changes to Medicare means testing, Social Security cost of living […]
Are You Prepared for the Coming Decade of Market Conditions?
Current market conditions could forecast a treacherous future for you if you’re heading into retirement. Is this the worst time to retire in the past 10 years? I think probably so. If you look at the current conditions, stocks, under any measurement, are historically very expensive. Two of the most reliable ways to measure stocks […]
What is the Concern Over 3 Percent?
What happened this week in the markets? What is going on with interest rates? You may have seen that last Tuesday, the market dropped 425 points. This year to date, we’ve seen a tremendous amount of volatility in the market. If you remember me discussing this, last year was a record year – it was […]