Blog

15 Nov Save More Money! – Retirement Plan and Health Savings Account Contributions Increasing for 2019

Posted at 20:13h in Retirement Planning Hilton Head

The IRS recently announced that there will be an increase in the amount you can save in tax advantaged retirement accounts in 2019. Contribution limits are adjusted periodically to keep pace with inflation. For you, this means in 2019 you can save more and potentially...

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14 Nov All You Ever Wanted to Know About Medicare

Posted at 18:54h in Insurance Hilton Head

The 2018 election exit polls ranked healthcare as the number one topic that Americans were concerned about. For many years we have seen this concern reflected in our practice. When planning for retirement clients want to know how much to budget for health insurance and...

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01 Nov Should I Invest in Real Estate?

Posted at 17:42h in Uncategorized

Tangible property – residential, commercial property, cars, and art- have always held an appeal. First, they are physical assets and easy to understand. There is something inherently satisfying about being a property owner. Many wise investors have made their fortunes by investing...

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10 Oct Enjoy the Ride but Watch the Road

Posted at 14:30h in Uncategorized

I have read that people generally think that a contrary or negative opinion sounds “smarter” than a positive or optimistic viewpoint. I’ve found that to be true in general and due to my cynical nature, I must confess that a contrarian viewpoint generally piques...

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09 Oct Provisions You May Have Missed in the Tax Cuts and Jobs Act

Posted at 19:38h in Tax Planning Hilton Head

The Tax Cuts and Jobs Act (TCJA) was signed into law on 12/22/2017. The 186 pages of reform were so broad that even as financial professionals we are still trying to grasp all the impacts to our clients. Although much has been made...

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24 Sep Returning to Work After Retirement

Posted at 19:57h in Retirement Planning Hilton Head

After being retired for a bit you realize that you may not want to play golf 5 days a week, you miss your co-workers and you are not traveling as much as you thought you would. This is common – more and more people these...

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21 Sep Moving to South Carolina? What You Need to Know About Residency Audits

Posted at 14:45h in Financial Advisors Hilton Head Island

It’s no secret that many states are struggling with their budgets. Notably Connecticut, New York, New Jersey, Illinois, and California are all working through major revenue and expenditure issues, most of which are tied to public pension obligations. State tax officials in these states are...

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31 Aug How Financial Advisors Are Paid

Posted at 15:09h in Financial Advisors Hilton Head Island

When it comes to financial advice people want to know the cost. How much should you expect to pay? How do financial advisors make money? What is the best way to compare financial advisors? It can be difficult to find the answer to these questions...

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27 Aug Dying Intestate is Not a Plan

Posted at 14:59h in Estate Planning Hilton Head

Aretha Franklin died at the age of 76 and although she had been ill for many years she left no will. The papers have once again been replete with stories of the rich and famous who fail to get around to planning for...

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22 Aug Small Business Retirement Plan Options

Posted at 20:13h in Retirement Planning Hilton Head

There are many advantages to owning your own business. You are your own boss and in control of your business: how it grows, your brand, who you serve, the direction is takes. Small business owners also often have more freedom having their own business than...

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